J&T Global Express IPO: The Bull Case
The key elements of the bull case rest on large addressable markets, market share gains, robust reported revenue growth and narrowing losses which...
506 Views
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
430 Views
I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
636 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
254 Views
KEX : Net Loss in 3Q22 Has Slightly Improved
We anticipate KEX to continue to incur loss for longer period than we previously expected, but at a lower extent in terms of loss amount. The...
247 Views