Pre-IPO ESG Analysis of Full Truck Alliance: Strong ESG Profile... But With One Potential Landmine
There aren't many highly material ESG issues for FTA. But quantity is irrelevant when there is one big ESG issue with the potential to crush any...
569 Views
TSE Prime: Japan's Corporate Governance Code Finalized So Boxes Will Be Furiously Ticked
The TSE on Friday announced the revisions to the Governance Code. This codifies the "governance thresholds" required to join TSE Prime next year....
457 Views
Aequitas: SK Hynix US$26.5bn ADR Trading - Where to from Here? Samsung -Ve, Micron +ve Influence
SK Hynix (000660 KS) (SKH), a leading global memory producer, raised around US$25bn via an ADR listing. In this note, we talk about the trading...
226 Views
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
400 Views
Apple (Japan) Is Asking the Regulator to Allow Higher Subsidies for IPhone
Apple Japan is asking the regulator to allow higher smartphone subsidies so it can sell more handsets. That's after 49% growth in Q4 and where it...
314 Views