The Week That Was in ASEAN@Smartkarma - Indonesia's FDI Surge, BCA, and Astra International
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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I-Tail Corporation IPO: The Bear Case
The key elements of the bear case rest on its under-representation in the dog food category (largest pet food category), margins at or near the...
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I-Tail Corporation IPO: The Bull Case
The key elements of the bull case rest on strong top-line growth, market share gains, ambitious growth plans and the highest margin profile among...
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ECM Weekly (30th Oct 2022) - Giant Biogene, Sunshine, I-Tail, Global Health, Lygend, Fusion, Blibli
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
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