Smartkarma: ECM Coverage Weekly Update (5 August 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week has been a...
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PT Chandra Asri Placement: Deserves Premium for Strong Fundamentals and Leadership
Leading Indonesia petrochemical player Chandra Asri Petrochemical (TPIA IJ) is raising USD380m through a rights issue. 65% of the rights shares are...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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BRPT: Capacity Gains a Market Share Chain Reaction
Cheap on a gross profit basis, improving asset turnover, and good pricemomentum relative to its sector Following a number of successful mergers,...
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