CTOS Digital IPO Trading - Strong Demand
CTOS Digital (CTOS) raised around US$291m via its Malaysian IPO. It is majority owned by Creador, a PE firm. In this note, we will talk about the...
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CTOS Digital IPO - Market Leader, Strong PE Record and Cornerstone
CTOS Digital (CTOS) aims to raise up to US$291m via its Malaysian IPO. It is majority owned by Creador, a PE firm. CTOS is the largest credit...
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Malaysia MCO: Winners
auto and TV benefit from supportive government policy and prolonged stay-home consumer behavior respectively, namely UMW Holdings , DRB-Hicom Bhd...
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The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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MR DIY IPO Trading - Good Demand, Still Very Reasonable Valuation
The company is the largest home improvement retailer in Malaysia. We like the business for its resilient performance despite COVID-19 and...
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