Lalatech IPO Valuation Analysis: Discount To Last Round Valuation Is Justified
Lalatech Holdings is expected to go public this year and may raise $1B in the upcoming Hong Kong IPO. My analysis suggests a significant discount...
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LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
551 Views
GoTo: In Need of More Cash as Growth Begins to Decelerate
As GoTo is expected to report 2Q2023 earnings soon, this insight would provide an update on the company's latest earnings and our view on the stock.
582 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
438 Views
Erajaya Swasembada (ERAA IJ) - In Ramping Up Mode
Erajaya plans to slow its store build-out this year, as it ramps up its new outlets helping to improve profitability, with strong sales performance...
520 Views