The Week That Was in ASEAN@Smartkarma - My E.G. Services, Keppel Corp, and Adaro Energy's BuyBack
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Rakuten Bank IPO Early Look - The Negatives - Is Already Slowing Down
Rakuten Bank, the online banking arm of Rakuten Inc (4755 JP), aims to raise around US$500m in its Japan listing in April 2023. In this note, we...
550 Views
[Sea (SE US, SELL, TP US$55) Target Price Change]: A Margin-Beat Quarter Followed by a Tough 2023
We see SEA to continue to experience challenges in top-line growth because of inflation, competition with TikTok, and weak performance of Free...
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Hesai Group IPO Trading - Managed to Break the Drought
Hesai Group (HSAI US) raised around US$190m in its US IPO. We have looked at the company's performance in our previous note, in this note we will...
322 Views
Pertamina Geothermal Energy IPO - Thoughts on Valuation
Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.
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