The Week That Was in ASEAN@Smartkarma - Astra's Omnipresence, Grab's Taxi Win, and AKRA
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
351 Views
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...
450 Views
LianLian DigiTech Pre-IPO Tearsheet
Lianlian DigiTech is looking to raise at least US$500m in its upcoming HK IPO. The deal will be run by CICC and JP Morgan.
542 Views
Sumber Alfaria Trijaya (AMRT IJ) - Talking Mini-Markets and Convenience
Sumber Alfaria Trijaya (Alfamart) booked some strong SSSG for June bringing its YTD number into line with its FY2023 projection and the company...
491 Views
PT Surya Citra Media (SCMA IJ) - Catalytic Converter
Surya Citra Media continues to invest in original content but cashflows are expected to be stronger in 2023, paving the way for higher dividends....
306 Views