Samsonite (1910): Channel Checks Recovery
Air travelers has started to recover implying that Samsonite's business recovery story is solid while the management has also coped efficiently...
261 Views
Thai Beverage (THBEV): Not the Time to Buy Yet
Thai Bev is likely to trade at discount to the peers until the third wave pandemic is solved and vaccination has started to take place.
305 Views
The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
272 Views
Airport of Thailand (AOT): 3rd Wave Is a Charm
The sell off AOT soon due to worsening conditions in the third wave of the COVID-19 outbreak.Investors should take advantage of the sell-off in...
256 Views
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
259 Views