Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
413 Views
GoTo Gojek Tokopedia: Turning Tide with Index Inclusion?
GoTo completes 20 trading days today. The stock meets the threshold for Fast Entry to the IDX30/LQ45/IDX80 indices where passive trackers will need...
707 Views
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
252 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
ECM Weekly (2nd May 22) - LIC, Shieldus, One Store, Campus, Rainbow, Kakao Pay, Uju, GoTo, Zhongyuan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
434 Views