SingPost: Kitchen-Sinking for FY16/17 Is Easy, but Turning the Corner Is Tricky
Singapore Post Ltd (SPOST SP) reported FY 16/17 full year results ended March - lots of exceptional items recorded for this year. Postal: Its...
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The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
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SoftBank - Not A Bank, But the Stock Behaves Like One... And Perhaps It Should
Up until one year ago, shares in Softbank Group Corp (9984 JP) basically moved as a low-beta proxy for Alibaba Group Holding Ltd (BABA US), which...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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