Sea Limited: Opportunistic Offering or Building a War-Chest?
Sea Limited produced a strong set of results in its 3Q results yesterday, with robust sales and earnings figures in both its gaming and e-commerce...
630 Views
Walgreens Boots Alliance: KKR Offers to Take the Drugstore Giant Private
It was reported by Bloomberg on Monday (11th November) that Walgreens Boots Alliance (WBA) was offered a buyout deal by private equity firm KKR....
358 Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
382 Views
AGM DiSa (DISA SP): Still Waiting for Explosive Growth Phase; Remains Story Stock to Watch
Yesterday we attended the AGM of DiSa (DISA SP). Shares have dropped 50% YTD and the market cap is now only 22M SGD, barely above its net cash...
548 Views
The Era of Digital Zaibatsu*: Takeover of Zozo a Win for Softbank/Yahoo in Online Supremacy Battle
As everyone will now know, Yahoo Japan (4689 JP) will buy a major stake in Japan's leading online fashion retailer ZOZO Inc (3092 JP). Zozo’s...
669 Views