Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
203 Views
Paytm (One 97) - Large Anchor Book Expiry, Prior Listings Have Corrected a Few Days Ahead
Paytm raised around US$2.2bn in its IPO. In this note, we look at the upcoming anchor book lock-up expiry and how other IPOs have done around that...
232 Views
Bharti hikes tariff, other telcos likely to follow suit
The effective tariff hike of ~20% in prepaid plans is expected to contribute incremental revenue/EBITDA of INR103b/INR72b, thereby driving 13%...
175 Views
StubWorld: Jardine Cycle & Carriage Trading Wide; SingTel's Steepest Discount Ever?
I'd look to set up JCNC around these levels. And continue to recommend getting involved in SingTel either as a deep value play, and/or an...
419 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
199 Views