Shiyue Daotian (十月稻田) Pre-IPO: Aggressive Brands - A Local Viewpoint
The company mainly sells its products online and spends much of its advertising budget online. The rice market is fragmented and there are two main...
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Wilmar Largely Unchanged As Wilmar Adani's IPO Surges
Wilmar is relatively inexpensive, even taking into account its cross-border, possibly-difficult-to-short subsidiary. Management's average buyback...
319 Views
StubWorld: Wilmar Gains Ahead Of Adani Wilmar IPO
I'd buy Wilmar here. Management's average buyback price since April is $4.44/share. I see a more realistic discount of ~50% - where it traded on...
315 Views
CSI300 Index Rebalance: Methodology Tweak Results in More Changes & Larger Turnover
There are 28 changes to the CSI300 index at the Dec rebalance. A few large inclusions plus the expansion of the index universe pushes one-way...
679 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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