The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
149 Views
CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments, and Evermos
This week we look at Grab's ESG qualities and its recent report along with Vingroup's plans to start EV ride-hailing in Indonesia on top of...
311 Views
#7Business Buzz: WellsFargo Expands Investment Arm, ConocoPhillips $17 Bn Deal, VinFast US Plant
Wells Fargo hires JPMorgan veteran, ConocoPhillips acquires Marathon Oil for $17 bn, Biden expands clean energy tax credits.
294 Views
Tata Technologies IPO Lockup Expiry - US$1.5bn Lockup Release, Some Funds Are Sitting on 40x Gains
Tata Technologies raised around US$370m in its India IPO in Dec 2023. In this note, we talk about its upcoming US$1.5bn lockup release.
282 Views
CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
325 Views