The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Astro: Malaysia LockDown Beneficiary - Long Term
Astro Malaysia Holdings (ASTRO MK) share price received another beating thanks to the COVID-19 widespread that prompted the government to initiate...
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CJ Logistics: Key Beneficiary of Greater Parcel Delivery & Lower Fuel Prices
Cj Logistics (000120 KS) is the largest logistics company in Korea. In the midst of the coronavirus outbreak, there has been a big increase in...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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