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...
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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...
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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...
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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...
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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...
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