Singpost (SPOST): Riding the E-Commerce Awakening in ASEAN
SPOST trades at the lowest EV/EBITDA multiples to its peers and below book value. Q4 has traditionally a strong season and now that it has become...
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Kerry Express Thailand (KEX) IPO: Approach to Valuation
What's the right valuation approach to Kerry Express (KEX), which hopes to complete its IPO in Thailand in the coming weeks?
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The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Sea Limited 3Q Results: Driving a New Pillar of Growth
The most positive development came from Sea’s payments division, which showed accelerating growth – suggesting a surprisingly smooth transition to...
338 Views
Tech Sell-Off: Stop or Carry On?
In light of the anti-trust law in China, real economic recovery, higher corporate tax rates in the US, and breakup of dominant tech firms,...
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