The Week That Was in ASEAN@Smartkarma - MrDIY Indonesia Versus ACES, PZZA, and Singapore Post.
The past week saw insights on PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia), Aspirasi Hidup Indonesia (ACES IJ), Sarimelati Kencana PT (PZZA IJ),...
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Ares Management’s $3.7 Billion Acquisition: Shift for the U.S. And Global Index
Ares Management's $3.7B acquisition of GLP Capital’s international ops enhances its footprint and index presence, driving potential passive demand.
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Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC...
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Goodman Group Placement - Large Shareholder Looking to Raise US$1.2bn but Discount Is Tight
CIC is looking to raise around US$1.2bn, via selling around 2.6% of its stake in Goodman Group (GMG AU) , via a block trade. In this note, we run...
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DigiCo Infrastructure REIT IPO - Looks Decent - After All the Adjustments
DigiCo REIT (DIGICO AU) is looking to raise around US$1.3bn in its Australian IPO. In this note, we look at the company's valuations.
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