Aequitas: Manipal Health IPO - RHP Updates and Thoughts on Valuations
Manipal Health Enterprises (MHEL) is looking to raise up to US$960m in its upcoming India IPO. In this note, we talk about the recent updates and...
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The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
414 Views
ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
365 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
313 Views
Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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