The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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PT Surya Citra Media (SCMA IJ) - Primed for Reset in 2023
PT Surya Citra Media had an exciting 2022, with a ramp-up in new audience share-winning original content along with the boost from the Word Cup but...
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Survival Technologies Pre-IPO - Growth Has Been Strong but Could Be Better
Survival Technologies (1279515D IN) is looking to raise around US$121m in its upcoming India IPO. It has seen its profitability grow and margins...
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Netflix: My Updated Outlook After 68% Gains
Bill Ackman's analysis was good, but his timing was poor. Netflix subscriptions recover, but margins fall. The outlook for Netflix under a new...
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Netflix Inc: Continued Subscriber Growth & Other Drivers
Netflix delivered a mixed set of results for the last quarter. The company surpassed its own expectations with respect to subscriber growth and...
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