The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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ECM Weekly (2nd July 2023) - Tryt, J&T Express, Redox, Kelun, 4Paradigm, SIA, M&A Research, Walsin
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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SIA Placement - Selldown Isn’t Particularly Well Flagged. Overhang Is Too Large to Ignore
Napier (Temasek) is looking to raise around US$300m via its secondary selldown in Singapore Airlines (SIA SP). Temasek will still own over 50% of...
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Monthly Chinese Tourism Tracker | Outbound Firmer | Domestic Losing Steam | No Surprises (June 2023)
The recovery in outbound travel remained strong in May, and domestic activity also continued to improve, though it appears to be losing some...
629 Views
The Stocks to Own in ASEAN – Vol. 43
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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