The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
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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Technology - Tech for innovation, personalization & prosperity
Several macro developments may sway consumer sentiment in the coming months. Tech platforms will be the beneficiaries with improved trends in...
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Amman Mineral IPO: Offering Details & Index Inclusion
Amman Mineral is offering 7.29bn shares in its IPO at a price range of IDR 1650-1775/share to raise between US$808-870m & valuing the company...
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Alibaba Potential IPOs - The Final Part - Quick Look at Investees and Eventual Holdco
Continuining with our series of notes on Alibaba's planned six way reorganisation, in this note, we talk about its investments and eventual holdco.
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Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
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