Adi Sarana Armada (ASSA IJ) - Adapting Speedily to the New Reality
Adi Sarana Armada (ASSA IJ) provide unique exposure across Indonesia's mobility ecosystem from Car leasing to auctions and omnichannel used car...
496 Views
Harita Nickel IPO Trading - Quality Names in the Bookbuild Should Aid Sentiment
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) raised around US$660m in its Indonesian IPO. In this note, we will talk about the...
381 Views
Lalatech IPO Preview: Disrupting The Traditional Logistics Industry
Lalatech’s leadership position in Mainland China, strong fundamentals and VC funding will drive a premium IPO valuation, in our view
662 Views
Rakuten Bank IPO - Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023. In this...
456 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
230 Views