Farm Fresh IPO Trading - Solid Subscription, Should Come in at a Premium to Domestic Peers
Farm Fresh Berhad (FF MY) raised around US$239m in its Malaysia IPO. In our view, the firm’s stronger margins and better growth potential warrants...
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Farm Fresh IPO - Not the Cheapest but Could Be Worth the Price
Farm Fresh Berhad (FF MY) is looking to raise US$239m in its Malaysia IPO. In this note, we will look at peers, assumptions, and share our thoughts...
1k Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
188 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
193 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
234 Views