Thai Strategy 2021 (Part 1): Key Themes
The theme of the 2021 Thai strategy will be dominated by three things: a recovery story, a QE-inspired preference for big cap, and early-year...
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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...
322 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...
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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...
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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...
307 Views