Smartkarma Originals
Asian E-Wallets Plant Their Flags: An In-Depth Analysis of the Top-10 Players
Digital payments in Southeast Asia are expected to grow in the double-digit range per year, exceeding $1 trillion in gross transaction value (GTV)...
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Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
360 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
326 Views
Last Week in Event SPACE: Caltex, Maeda, Nat'l Storage, BTS Warrants, Central Retail, PCCW, DP World
Last Week in Event SPACE ... EG Group does not provide an overall bid price for the break-up of Caltex Australia (CTX AU), leaving the scrip...
339 Views
BTS: Solid Earnings Growth Momentum Remain
We came out from BTS’s analyst meeting on 19th FEB with positive tone given solid core earnings growth momentum in the next two quarters and recent...
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