Interglobe Aviation (Indigo) Lockup - Time for Another Selldown, This Time Could Touch US$900m
A deal worth US$450m has just been launched. Its very well flagged, as one can tell from our prior note, although the deal size is somewhat smaller...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
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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Fortress Minerals’ CEO Ivan Chee raises his stake
Share buybacks by primary listed companies 4 - 10 Aug 2023 Institutions were net buyers of Singapore stocks over the four trading sessions through...
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ECM Weekly (13th August 2023) - Zomato, TVS Supply Chain, Suzlon Energy, Star Asia Investment
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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CBA - The Applause Over Results Seem Misplaced, Considering Credit Metrics
CBA beat on earnings, but we believe that much of this was achieved through fairly low credit costs, despite what appears to be worsening credit...
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