HSI Index Rebalance Preview: Potential Changes in June
Following the proposed changes to the HSI, we identify potential inclusions and exclusions at the June review. Turnover will be high due to changes...
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Roblox: If Its in the Game, Its in the Game
Roblox is set to IPO tomorrow. We think its a unique asset and are inclined to own this depending on how outlandish valuation turns out to be as...
344 Views
Emtek (EMTK IJ) - Bukalapak Eyeing a SPAC Listing But Jakarta May Be First?
Emtek is an interesting way to play the burgeoning digital economy in Indonesia and would be a key beneficiary should subsidiary Bukalapak choose...
362 Views
Linklogis Pre-IPO - The Positives - Fast Growing Blockchain Driven Supply Chain Financier
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise around US$500m in its Hong Kong IPO. Its investors...
364 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
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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