2023 High Conviction: Chindata's Track Record & Rating Makes It a Takeover Target
Chindata raised its full-year guidance for the second time this year. Its track record of beating guidance, modest leverage and beaten-down rating...
424 Views
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
239 Views
S-REITs: Climate Disclosures and Inclusion in ESG-Related Equity Indexes
New SGX climate-related disclosure requirements based on ISSB's standards are more stringent than current requirements, most notably regarding...
329 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
315 Views
Peace Within the Board and Focus on Organic Growth
Gone the takeover angle, Cellnex's new strategy focuses on organic growth and deleveraging, aiming an investment grade rating and reducing net debt...
263 Views