Olam Group (OLG SP): Entering the Final Stages to Unlock Value
The IPO marks the final stages of the strategy to unlock value. Our SoTP valuation is S$1.85 per share, a 19% upside to the last close price of...
776 Views
Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
572 Views
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...
354 Views
SGX's New Low Carbon Index Outperformed Comparable Indices and With Less Volatility
SGX's new iEdge-OCBC Low Carbon index outperforms comparable indices, and with lower volatility – a testament to Singapore issuers' carbon...
378 Views
Ruchi Soya Placement - Almost Akin to a Relisting
Ruchi Soya Industries (RSI IN) is looking to raise up to US$560m via a follow-on public offer. The deal is almost akin to a relisting, as the free...
416 Views