Kakao Bank Placement - Its Expensive but the Discount Is Enticing
Korea Post plans to raise around US$947m via selling all of its 2.5% stake in KakaoBank (323410 KS). This is a clean-up trade.
252 Views
ANE Logistics Pre-IPO - Margins Expanding but Appears to Be Falling Behind
ANE, an express freight network operator in China for less-than-truckload (LTL) market, aims to raise around US$500m in its Hong Kong IPO.
334 Views
HSI, HSCEI, HSTECH: September Rebalance Flows Post Capping
There are some pretty large flows across the HSI, HSCEI and HSTECH at the September rebalance due to name/float/capping changes. Impact on some...
392 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
301 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
137 Views