Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
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Intouch Placement: Attractive Holdco Discount and Good Track Record of past Deals
Intouch announced a UD 500 million secondary share placement. In this insight, we will provide our quick view on the deal. We think Intouch is...
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Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
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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Intouch Group Recap: AIS Wants to Be AIA
Following the shocking entry of AIS into the insurance industry, we met up with AIS and the rest of the Intuch Group to check on things: Foray...
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