Sea Limited, Reality Check In Progress
In our last update on the stock, it was trading at $330 per share, up 20% from April when we considered the stock almost fairly valued in the best...
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ECM Weekly (12th December 2021) - LG Energy, SenseTime (Delayed), Didi, Kanzhun & Full Truck Lock-Up
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
211 Views
Bukalapak (BUKA IJ) - Empowering Mitra and Creating Shopfronts
Bukalapak (BUKA IJ) looks to be misunderstood by retail investors, presenting an opportunity after the post-IPO correction, with a number of new...
321 Views
Digital Core REIT IPO Trading - Strong Demand
Digital Core REIT (DCREIT), a data center REIT, raised US$600m in its Singapore IPO. In this note we will talk about the trading dynamics.
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