Drive Lah banks $5m in funding led by ComfortDelGro
Drive Lah co-founders Gaurav Singhal (left) and Dirk-Jan ter Horst / Photo credit: Drive Lah ComfortDelGro seems to be increasing its involvement...
272 Views
Malaysia Airport (MAHB): Undervalued Tourism Play in SEA
With the tourism recovery, MAHB is well positioned to capture the upside while it trades at a relatively undemanding valuation especially compared...
884 Views
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
268 Views
Comfortdelgro (CD): Now or Never
The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...
657 Views
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.
471 Views