StubWorld: First Pac (142 HK)'s Correction After Year-Long Contraction
in the short term, absent a major catalyst, I'd like to see the share price settle a bit. Longer-term, this appears a decent entry point, with a...
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Wickhams Hill Research | Under-The-Radar Issue 6
We uncover a stake in post-merger Tokopedia-GoJek held by the Japanese e-commerce company Beenos (3328 JP) that at the slated...
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Wickhams Hill Research | Under-The-Radar Issue 3
The new third Philippine telco Ditto Telecom (DITO PM) is added to our list of fallen angels, down more than 60% from its March high.
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ASEAN Builder's Scoop (19Jul21) - CAPL Restructuring Plan Fair and Reasonable
CAPL restructuring plan fair and reasonable; MPI restructures logistics biz; AWC to invest THB100bn in mixed-use developments; Indo extends tax...
131 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
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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