Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Bullish Outlook Intact; Mining For Gold
Our outlook is now bullish as we saw the breakouts we needed in the Russell 2000 (IWM) and Industrials (XLI). We continue to believe we have...
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The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
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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Astro (ASTRO): Netflix Is Included Soon and High FCF Yield.
After 50% increase, Astro is still trading below its pre-COVID-19 level although the business climate has been stable and Netflix has become...
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Weekly Innovation Review (WIRE) #51
Samsung (005930.KS) and Harvard University have published new research outlining the vision of copying the brain’s neuron...
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