Onewo Space-Tech IPO - Appears Digestible Even on Conservative Assumptions
Onewo Space-Tech aims to raise upto US$784m in its Hong Kong IPO. OST is a property management service provider primarily owned by China Vanke.
330 Views
Onewo Space-Tech Pre-IPO - The Negatives - Acquisition Led Growth, Related Party, Margin Issues
Onewo Space-Tech aims to raise around US$2bn in its Hong Kong IPO. OST is a property management service provider owned by Vanke. In this note, we...
388 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
144 Views
CapitaLand Restructuring - CLIM Should Have Been a Pure Fee Business
On 22nd Mar 2021, Capitaland (CAPL SP) announced a strategic restructuring of CAPL and listing of CLIM. Having looked at the company in a prior...
476 Views
DDMP REIT Pre-IPO - Brand New Assets but Not with the Best of Outlooks
DDMP REIT (DDMPR), a subsidiary of DoubleDragon Properties Corp (DDP), aims to raise up to US$300 in its Philippines listing.
364 Views