Ping An, Kasikornbank, Mapletree Launch Bonds; Macro; Rating Changes; New Issues; Talking Heads; ...
US markets ended the day mixed with the S&P down 0.2% and Nasdaq up 0.1%. Materials and Industrials, down 1.2% and 0.7% dragged the index while...
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Cloud Village (NetEase Music) Pre-IPO - Mixed PHIP Update, Updated Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Tencent Holdings – Clairvoyance Pays Off
TENCENT HOLDINGS: Square has agreed to purchase Afterpay for USD 29 bn, and Tencent stands to gain 462% or over USD 800 mn. While positive,...
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Alibaba 1Q22 Preview – Is an EBIT Kitchen Sink on the Horizon?
Alibaba will report 1Q22 earnings on Tuesday, August 2nd before the open of the US market. We believe EBIT levels could come under scrutiny as...
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The Week That Was in ASEAN@Smartkarma - Online Groceries, BCA's Consumers, and Astra's Recovery
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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