The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
167 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Jardine Strategic: SGM On The 12 April
I would avoid both Strategic and Matheson. I like Mandarin Oriental at a 0.6x P/B - and book value is not market value. HKL is inexpensive at 0.3x...
459 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
Last Week in Event SPACE: Jardine Matheson/Strategic, Xiaomi, Vocus Comms, Sanken Electric, Cocokara
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
395 Views