AGM Accordia Golf Trust (AGT SP): Will It Inject Assets or Be Privatized by Accordia Golf (2132 JP)?
We attended the fifth annual general meeting of Accordia Golf Trust (AGT SP). There were about 100 other shareholders in attendance. Recall, we...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
What Could Asia Pay Television (APTT SP) Be Worth Following a Surprise Dividend Cut
APTT shocked investors last week by cutting the dividend from SGd6.5 to SGd1.2. Having followed the company for several years now, originally as a...
775 Views
The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
406 Views
Dividend Cut on Heightened Capex Guidance - What Is the New Normal for Asia Pay TV?
APTT reported results last week, where there was a continued decline in operating metric across the board The big headline was management guidance...
548 Views