J&T Global Express IPO Trading - Tepid Demand Despite the Team Effort
J&T Global Express (1519 HK), a global logistics service provider, raised around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Zomato Lock-Up - A US$240m+ Softbank Linked Lockup Release
Softbank had opted to sell only around half of its stake via a block to raise airing US$120m. The deal is very well flagged
953 Views
The Week That Was in ASEAN@Smartkarma - GoTo Initiatives, Ramayana Lestari, and Indonesia Strategy.
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Ramayana Lestari Sentosa (RALS IJ), Pakuwon Jati (PWON IJ), CP FOODS (CPF TB), and...
481 Views
J&T Global Express IPO - Team Effort for Some Heavy Lifting
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its Hong Kong IPO. In this note, we talk about its...
399 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
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