The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
300 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
369 Views
Mid-Year Thai Strategy Review 2020: Focus on Recovery Plays
For mid-year 2020, we maintain most of our top picks such as AOT, MINT, and ERW. However, we also make some changes to the portfolio as...
380 Views
SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti
This morning Singtel (ST SP) announced its FY20 (Mar-Y/E) results. The key takeaways were: A 2% decline in operating revenue of S$16.54bn. 4Q20...
546 Views
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