Tencent's Potential Sale of Meituan Stake - Read Across to Other Stocks & Index Implications
A Reuters report that Tencent intended to sell its stake in Meituan led to a selloff across Tencent's investee companies. The impact of passive...
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EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
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Matahari Department Store (LPPF IJ) - New Boots and Pants
Matahari Department Store reported another positive set of results confirming the success of its ongoing transformation with the promise of an even...
261 Views
Legend Biotech Follow-On - A Little Opportunistic. Last Deal Did Well, After a Large Correction
Legend Biotech Corp (LEGN US), a non-wholly owned subsidiary of Hong Kong-listed Genscript Biotech (1548 HK), is planning to raise up to US$250m in...
300 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
318 Views