The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
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Vinfast: Ambitious EV Plan Seems Unrealistic; Share Price Down More than 50%
Vinfast's 2Q EV numbers suggest it may not meet its 50k target for 2023. The company is struggling to sell its EV models. However, Vinfast...
1.8k Views
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
451 Views
MarketVector Vietnam Local Index Rebalance: Some Big Impact Changes
Float and capping changes lead to an estimated one-way turnover is 3.3% and a one-way trade is US$21.5m. There are eight stocks where passive...
541 Views
Aquila Acquisition: The De-SPACed Arb
The gross spread to the redemption price is 4.8%. I'd be redeeming. Shares are beyond illiquid. Unless shares were to dip here, on some volume,...
474 Views