The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
246 Views
The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
197 Views
Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
337 Views
AGM CWT (CWT SP): Counting on HNA to Deliver
Friday 28th of April I attended the AGM of CWT Ltd (CWT SP) in Singapore. Companies that organise AGM's at 5pm on a Friday in Tanjung Penjuru...
413 Views
Bukit Sembawang - Sitting on Valuable Land; How Much Could It Be Worth?
SGX-listed real estate companies seem to be in exodus mode. In 1Q 2017, we have already seen Global Premium Hotels Ltd (GPHL SP) and International...
531 Views