The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
391 Views
BEM: Completed V-Shape Recovery Is Imminent
We came out from BEM’s analyst meeting yesterday with positive tone, given expected strong earnings improvement in 2H20 underpinned by solid...
327 Views
StubWorld: Kingsoft Not In the Cloud; CH Karnchang Tests New Lows
This week in StubWorld ... Kingsoft Corp (3888 HK)'s 43.6%-held Kingsoft Cloud (KC US) has gained 53% since its debut last Friday - but...
489 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
366 Views
BEM: Possible Bangkok Curfew Could Hurt 2020E Profit Severely
We estimate 51% negative impact to 2020E earnings for BEM in worst case if they have to halt their mass transit and tollway operations for 75 days....
449 Views