The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
449 Views
ECM Weekly (19th June 2022) - Tianqi, GoAir, China United, Hongjiu Fruit, Airtel/Singtel, ExaWizards
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
548 Views
Sea Ltd (SE US) - Navigating Challenging Waters With Sails Set
We will not follow on the coattails of liquidity with a negative recommendation when what management is doing looks positive and Sea Ltd (SE US) is...
700 Views
Sea Ltd: Mass Layoffs at Shopee, Tinkering Here and There Won't Make Shopee A World-Class Business
We think Shopee has a flawed business model and tinkering here and there won't be enough to make Shopee a world-class business. With Free Fire...
1.1k Views
Mitra Adiperkasa (MAPI IJ) - Reasons to Be Cheerful
1Q2022 results highlighted that Mitra Adiperkasa is back on an expansion tack both in Indonesia and South-East Asia, which looks set to gain...
612 Views