The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
269 Views
First REIT Rights Allocations
First REIT Rights allocations are out/known as of Friday night. Participation by public was <60%. Public Excess Applications were fully filled for...
321 Views
FIRST REIT Rights Right FIRST REIT. Right On.
The FIRST REIT (FIRT SP) Rights Payment is done. Shares bounced 10% today. One can reasonably estimate a FY2021 DPU getting to a 9.4% yield after...
569 Views
The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
243 Views
Lippo Karawaci (LPKR IJ) - An Audience with the Future
Lippo Karawaci is a restructuring story, now past a significant financial restructuring, a crucial asset sale, and important rental revision, which...
412 Views