Sumber Alfaria Trijaya (AMRT IJ) - Running Ahead of the Pack
AMRT will see an even stronger seasonally higher 4Q2023, with SSSG likely to pick up boosted by supplier rebates and news store contributions....
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99 Speedmart Holdings IPO - Digestible Valuation
99 Speed Mart Retail Holdings (99SPD MK) is looking to raise US$530m in its Malaysia IPO. In this note, we undertake a peer comparison and discuss...
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99 Speedmart Holdings IPO - Continued Expanding Its Network. Sales and Earnings Kept Up
99 Speed Mart Retail Holdings (99SPD MK) is looking to raise US$530m in its Malaysia IPO. The IPO will be a mix of primary and secondary shares.
224 Views
The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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The Week That Was in ASEAN@Smartkarma - Alfamart Uncut, CP Axtra Revealed, and Jardine Matheson
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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