The Chaebol Dilemma - What's the Family Jewel(S)?
What is the key asset of the SK Group and how should we play this over the course of time ? Here's at least what we should consider
242 Views
Grab SPAC Deal: A Sensible Super-App Valuation?
Grab's implied multiples are eye-watering in comparison to global peers related to its businesses. When judged against other global super-apps,...
526 Views
LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead
IP protection is a big worry for Korean firms - has the 2 precedent cases in Korea in 2021 lower the value of IP from the view of international...
250 Views
The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
269 Views
NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
322 Views