The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ECM Weekly (23 August 2020) - Nongfu Spring, Xpeng, Sunac Services, Pop Mart
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. It...
364 Views
Wilmar International Placement - Can't Pinpoint the Reason for ADM Selling
Archer Daniels Midland Co (ADM US) aims to raise around US$500m from selling around 2.4% of Wilmar International (WIL SP). It also plans to issue...
630 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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Yihai Kerry IPO: Shifting Consumer Purchasing Patterns Make Yihai Kerry An Enticing Long-Term Play
Months after the initial announcement, 99.99%-owned subsidiary of Singapore’s Wilmar International (WIL SP), Yihai Kerry Arawana Holdings Co Ltd...
425 Views