The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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Smartkarma: ECM Coverage Weekly Update (1 September 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. It's a long weekend...
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Yangzijiang Placement - Management's Good Track Record Should Translate into Accretive Acquisitions
Yangzijiang Shipbuilding (YZJSGD SP) is raising US$157m through the issuance of 137m primary shares. The deal scores well on our framework mainly...
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Pacific International Lines' MD Discusses Container Sector Consolidation: 'Fewer Weddings' in 2017
On Tuesday morning we spoke to Mr. S.S. Teo, Managing Director of Pacific International Lines (PIL). PIL is a private, family-owned container...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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