The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
215 Views
AAV (AAV TB): Adding Aircraft and Routes to Support Growing Demand
Earnings on an upcycle trend, solid short-term earnings momentum, and improving asset turnover relative to its sector Set to add 7 new aircraft,...
144 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
264 Views
Two Sides of the Same Coin: Energy Vs Airlines
Airlines and energy companies seldom do well at the same time. Airlines consume a lot of a fuel, so when fuel prices, usually highly correlated...
161 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
259 Views