The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
Kerry Express Thailand (KEX) IPO: Approach to Valuation
What's the right valuation approach to Kerry Express (KEX), which hopes to complete its IPO in Thailand in the coming weeks?
484 Views
Kerry Express IPO Initiation: A Recovery Play?
Kerry Express has kicked off pre-marketing to raise around $300 million. The 3Q20 revenue decline is a short-term market-specific issue, and Kerry...
280 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
192 Views
Thai Strategy 2021 (Part 2): Top 10 Stock Picks
Go with big caps (BBL, MINT) to catch the QE wave. Give the new listings (CRC, KEX) a shot, and don't miss out on AsiaSoft, our ultimate top pick.
518 Views