The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
328 Views
Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing
Cathay Pacific analyst briefing states that passenger demand is solid, cargo is improving and cost is fairly manageable. Recovery is here and we...
523 Views
BOC Aviation (2588 HK, BUY, TP:HKD70): High Quality Safe Bet
BOC Aviation is a top aircraft leasing company with a young asset portfolio, quality clients, and strong risk management. We think it is a low...
325 Views
Cirrus Aircraft Pre-IPO - PHIP Updates - Increased Customer Demand Continues to Drive Growth
Cirrus Aircraft (0153126D US) is looking to raise up to US$200m in its upcoming HK IPO. We had covered the company’s performance in our earlier...
351 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
389 Views