PT Surya Citra Media Tbk (SCMA IJ) - Undervalued in Digital
PT Surya Citra Media Tbk (SCMA IJ) looks like the undervalued child of Emtek (EMTK IJ), despite its move into the OTT and digital advertising space...
277 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
275 Views
ECM Weekly (16th Jan 2022) - LG Energy, Hyundai Engineering, Nippon Paint, Sunac, JL Mag, JREITs
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
377 Views
CrossASEAN Digital - All Rise Indonesia's Digital Banks
The recent Allo Bank Indonesia transaction exemplifies the rush to build digital banking capabilities in Indonesia with a strong shareholder...
452 Views
Tencent’s Disposal of Sea Shares: A Danger Sign
By selling a portion of the share ownership and converting the Class B shares to Class A shares, Tencent might be able to take Sea Ltd’s losses off...
411 Views