The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
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Kioxia IPO Early Re-Look - Better Placed This Time Around
The deal is now live, with Kioxia looking to raise around around US$700m at a valuation of around US$4.8bn. We've had a early look at the deal in...
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Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
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TUYA: Is The King of White Label IOT Ready to Charter a Different Course?
Temasek bought 13% of TUYA and planned to list on SGX. We believe TUYA's valuation is high and the company's business model, customer segment and...
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Overseas Equity ETFs Surpass Domestic Equity ETFs For the First Time in 17 Years
One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs.
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