The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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ASEAN : 20 Years on from Asian Financial Crisis
Anniversaries are good milestones to take stock, reflect and ruminate over the lessons. In the investing world, major events bring learning and at...
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The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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Linknet - Confounding the Critics with Value Add - Management Call
Link Net Tbk Pt (LINK IJ) confounded the critics in 1Q17 with some impressive numbers, both in terms of revenue growth, as well as profitability....
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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