CTOS Digital Lock-Up Expiry:High Chance of Slow Motion Creador Exit but There Should Be Ample Buyers
CTOS Digital (CTOS) raised around US$291m in its Malaysian IPO in Jul 2021. It is majority owned by Creador, a PE firm. In this note, we talk about...
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2021 Year in Review - Forensic Accounting in Equity Research
As a forensic accountant doing equity research, I strive to publish differentiated insights that augment investment research. I look back at 2021's...
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Biel Crystal (伯恩光学) Pre-IPO - Industry Landscape & Peer Comparison - Auto Is the Wildcard
Peer comparison against other Apple suppliers show that BC doesn’t stand out but neither does it underperform in any aspects.
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Wickhams Hill Research | Under-The-Radar Issue 5
Comfort Delgro (CD SP) announced that they would be pursuing an ASX listing for their Australian subsidiary later this year.
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The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
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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