Sydney Airport Gets an Opportunistic Indicative Offer
The non-binding indicative offer lays a marker for the intrinsic value of the shares, gives the Board an opportunity to negotiate a bump or entice...
302 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
126 Views
Airport of Thailand (AOT): 120 Days to Reopening
As the Thai govt announced that they will open the borders in 120 days, the Airports of Thailand share will rally hard as it directly links with...
373 Views
Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
266 Views
Airport of Thailand (AOT): Phuket Sandbox
The Phuket reopening sandbox will be a proof of concept of whether 1) Thailand's health infrastructure is ready to accept foreign tourists and 2)...
254 Views