The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
435 Views
PTT Oil and Retail IPO Trading - Still Reasonably Priced at the Top-End
PTTOR raised about US$1.6bn at THB18 per share. In this note, we will look at the deal dynamics and provide implied valuations at different share...
298 Views
Kerry Express Thailand IPO - Time for Delivery
Kerry Express Thailand aims to raise around up to US$277m in its Thailand IPO. The company is a subsidiary of Hong Kong listed Kerry Logistics and...
389 Views
KLCI Index Rebalance Preview: Glovemaker to Take a Real Estate Spot
Supermax is expected to join the KLCI after its eye-popping rally this year, taking the place of KLCC. Glove makers will have a weight of over 14%...
344 Views