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Genting Hong Kong (678 HK)
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11
Analysis
Consumer Discretionary
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Hong Kong
Genting Hong Kong Ltd. operates cruise ships and cruise related activities under the companies' brands. The Company also operates in the land-based integrated leisure and entertainment complex sector.
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bullish
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Thematic (Sector/Industry)
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17 Mar 2017 20:40
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
Angus Mackintosh
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1.5k Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 22:08
The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
Angus Mackintosh
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697 Views
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bullish
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Thematic (Sector/Industry)
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04 Mar 2017 23:16
The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
Valerie Law, CFA
696 Views
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bullish
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Thematic (Sector/Industry)
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03 Mar 2017 17:00
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
Valerie Law, CFA
3.4k Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2017 18:52
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
Angus Mackintosh
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276 Views
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