Comfortdelgro (CD): Now or Never
The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...
760 Views
ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI, Zomato, Goto, Bobcat
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
629 Views
Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
635 Views
SATS: If Three Different P/E Firms Can't Create Value for 8 Years, Can SATS?
SATS is buying WFS and attempting to do what no PE firm could do for the last 8 years: create value at WFS. Can SATS be different?
581 Views
The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
311 Views