TVB: A Discussion with Management
Television Broadcasts Ltd (511 HK), Hong Kong's largest free-to-air broadcaster, touched a ten-year low last week, three months after the lapse of...
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Global Macro - Stable Oil Prices = Low Inflation. What About as Rates and Growth Rise in 2018?
China: 6.1% industrial production YoY in November and strong Foreign Direct Investment set the stage for a strong finish to 2017. Brazil: Retail...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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ASTRO: Media Company with ROE Above 100%
Cheap on a gross profit basis, sales on an upcycle trend, and good price momentum relative to its sector TV household penetration expected to be...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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