AIS: Solid 1Q17 Result but Problems Remain as TRUE Gains Share
AIS (ADVANC TB) reported a solid 1Q17 result and we have increased our forecasts somewhat to reflect this. However, the valuation remains high and...
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Previously, in Event SPACE
This report revisits specific Smartkarma insights involving Stubs, Pairs, Arbitrage, share Classification and Events – or SPACE - in the past...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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Reality Check VII: Are Operators Toning Down the IPhone Wars?
If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both....
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