Bharti Airtel (BHARTI IN) | The Last One Standing
In this Insight, we present some of the key catalysts that argue for a Buy on Bharti Airtel (BHARTI IN) in spite of a sharp rally post Q2 and AGR...
610 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views
Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
391 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
479 Views