Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
318 Views
(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
462 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
311 Views
Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
293 Views