Daiei Kankyo IPO - Final Thoughts on Valuation
Daiei Kankyo (9336 JP) (DK), a waste management company, aims to raise around US$314m in its Japan IPO. In this note, we talk about valuations.
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The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Comfortdelgro (CD): 1H 22 Result - Looks Good
What is interesting from Comfortdelgro's recent disclosure is the rate of growth compared to the 2H 21 which was +84% and +251% for public...
501 Views
Comfortdelgro (CD): Stable Vs Volatile SIA
SIA has burnt cash and has to issue shares a few times especially during COVID while Comfortdelgro has been generating free cash flow for the...
445 Views
MTR (66): Open or Closed?
The Chinese government is to reduce the quarantine period may bring some positive sentiment to MTR but the border between China and HK remains...
422 Views