The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
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BGRIM: Thai SPP Leader with Consistent Growth Prospects
We initiate coverage of BGRIM with a BUY rating, based on a 2020E target price of Bt48, derived from discounted cash flow valuation (6.9% WACC and...
442 Views
StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling
This week in StubWorld ... An all-time low implied stub corresponds with Ch. Karnchang Public (CK TB)'s record low order book. Preceding my...
530 Views
The Week that Was in ASEAN@Smartkarma - Doubledragon, Indonesian Property, and UOB's Bad Loans
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
451 Views
GLOW's Done Deal As SPA (Almost) Completes
The revised SPA between Engie SA (ENGI FP) and Global Power Synergy Company Ltd (GPSC TB) is expected to the close this week, triggering a...
338 Views