SoftBank - Cut Through the Noise and Focus on What Drives Its Value
Discount to NAV at -2x standard deviation, level looks good for SoftbankOver the past few months, Softbank Group Corp (9984 JP) 's discount to NAV...
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Chinese Express Volume Grew 32% in June, Pricing Still Under Pressure, ZTO Could Miss Q2 Targets
China's State Post Bureau reported June express parcel volume growth of 32.1% Y/Y. Express parcel revenues grew by 29.6%, so unit prices fell by...
221 Views
The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
180 Views
Sporting and Recreational Services the Next Driver of China's Economic Growth
Euromonitor International projects that China’s sporting and recreational services industry will more than double over 2016-2025, contributing to...
116 Views
Silicon Stories #10: Thailand Taxes the Internet
The Taxman Cometh. In Meet Joe Black, Brad Pitt said you can’t run away from death and taxes. So far, lots of Internet companies in Thailand go...
248 Views