TRACKING TRAFFIC/Chinese Tourism: May Traffic Can't Match April's Strength | Meituan IPO a Threat
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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Thai Macro Watch: Osaka, Trump, & Automation
Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become...
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AOT (AOT TB): Monopoly Exposure to Thai Tourism Growth
Low downside risk, good core profit return, and strong long-term sales growth relative to its sector Bidding for new duty-free and retail...
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DEEP DIVE: Still Opportunity After the Re-Rating
MacroAsia Corp (MAC PM) is a diversified aviation services business in the Philippines with 20 years of experience in the sector. The company is...
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The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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