The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Airports of Thailand (AOT): Yet to Fall
Two of Airports Of Thailand (AOT TB) 's largest revenue contributors, passenger service charges and concession revenue, are positively correlated...
430 Views
Snippets #36: Zen's New Chinese Restaurants, DTAC's Cautious Stance
Five interesting developments/trends we recently came across includes: Zen picks up Din's, a trendy Chinese restaurant chain, on a 10-year...
366 Views
China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
499 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
374 Views