The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
208 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
CRC: Expect 4Q20 to Grow QoQ Backed by High Seasonality
We maintain our BUY rating with new target price of Bt37.25(-13% from previous target price) derived from a DCF (10% WACC, 2% TG), implies...
198 Views
Dissecting the 2020 Thai Political Crisis
The protest dragged on after October, and there are several ways this could end. Hardest hit are the retailers and BTS, while defensives, WFH...
262 Views