Kerry Express Thailand (KEX) IPO: Approach to Valuation
What's the right valuation approach to Kerry Express (KEX), which hopes to complete its IPO in Thailand in the coming weeks?
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The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
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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Sea Limited 3Q Results: Driving a New Pillar of Growth
The most positive development came from Sea’s payments division, which showed accelerating growth – suggesting a surprisingly smooth transition to...
336 Views
Tech Sell-Off: Stop or Carry On?
In light of the anti-trust law in China, real economic recovery, higher corporate tax rates in the US, and breakup of dominant tech firms,...
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Emtek (EMTK IJ) - Arise a New Champion of Indonesia Tech?
Emtek recently announced its intention to seek approval for a stock split at its AGM in December. We see this as a precursor for further corporate...
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