The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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Sunpower: Read Across from Buyout of Zheneng JinJiang; Fair Value Remains at 1 SGD (63% Upside)
Read across from sector M&A highlights Sunpower undervaluation. We see 63% upside to our 1 SGD fair value estimate. The company reports 3Q20 in...
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🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
374 Views
SDIC Wins SASAC Approval To Launch GDR Sale - Expect Strong Response
The name of SDIC Power Holdings (600886 CH), an SOE-owned SOE which constructs and operates electric power generation plants (hydropower, thermal,...
518 Views
Shanghai/Shenzhen Connect Ideas: Moutai Inflows Were Back, Tsingtao Too (2019-06-14)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
605 Views