The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
241 Views
MediaTek (2454.TT): 1Q22 Preview-A Little Bit Higher in Revenue Outlook
In our estimate, the 4Q21/1Q22 revenue/GM is about NT$127.6bn/47.5% and NT$136Bn/47.5% respectively. We forecast MediaTek to ship 4G/5G for ~355mn...
477 Views
Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
239 Views
Razer's Offer Spread Risk/Reward
The gross spread to the HK$2.82 per share offer has retouched the high of 23%. In the event of a failed deal, the strong fundamentals provide solid...
410 Views
Aequitas 2022 Asia IPO Pipeline
We take a look at the Asia Pacific IPO pipeline for 2022. This list has been compiled on a best effort basis from tracking company filings and...
491 Views