The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
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Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story
India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .
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Pentmaster (1665 HK): Malaysian Parent's Offer For Pseudo Dual-Listing
Pentamaster is finally seeking to delist its pseudo twin. If small illiquid arbs are your bent, and if payment on or around late April 2025, pay up...
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Equity Return Expectations Under An Alien Invasion
Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...
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APAC Healthcare Weekly (Dec 22)- Mesoblast, Celltrion, Peptidream, Astellas, Hansoh, Lupin
Mesoblast got FDA approval for its first drug, while Betta Pharma, Celltrion, and Lupin also received some major FDA approvals. Pharma companies...
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