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...
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ZEEKR (ZK US) IPO: Valuation Insights
The IPO price range values ZEEKR at a material discount to peers' multiples. We would be inclined to participate in the IPO.
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The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
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The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
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ZEEKR IPO: Latest Updates as the IPO Process Restarts
The latest SEC filings reinforce the bear case due to weak industry sentiment, rapidly slowing growth, ongoing operating losses and volatile FCF.
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