Grab (GRAB US) - Moving Towards Steady State
Grab's 4Q2022 numbers late last week made encouraging reading with revenues exceeding expectations significantly despite slow GMV growth in the...
340 Views
Pertamina Geothermal Energy IPO Trading - Should Be a Steady Listing
Pertamina Geothermal Energy (PGE) raised around US$600m in its Indonesia IPO. In this note we talk about the trading dynamics.
451 Views
The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views
Thaicom: Gulf Energy’s Low-Balled MTO Now Open For Acceptances
I'd reverse the stub here and short Intouch, and long AIS. I see no obvious trade on Thaicom. Watch for the special dividend from Intouch.
542 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
598 Views