The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
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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Asia Short Interest Weekly: Haier, Sunny Optical, Itochu, Mercari, Toshiba, HMM, Asustek, Acer
This Insight looks at short interest movements in stocks across Asian markets and highlights stocks that have seen large increase/ decrease in...
279 Views
Asia’s Hydrogen Economy
China's increasing favour towards hydrogen is starting to generate investor interest in potential hydrogen economy and FCV plays. We examine...
606 Views
Myungshin Industrial IPO Valuation Analysis
Our base case valuation of Myungshin Industrial IPO is 458.6 billion won in market cap or an implied price per share of 8,735 won, which is 51%...
264 Views
Last Week in Event SPACE: NTT Docomo, Car, Sunac Services, Evergrande, Jardine Cycle, PRC Antitrust
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
365 Views