The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
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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Media Nusantara Citra (MNCN IJ) - A Multi-Media Message
Hary Tanoesodibjo, the inimitable owner of leading Indonesian Media Nusantara Citra (MNCN IJ) hosted a conference call post the company's 1Q20...
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Match: Closing Out the Short
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
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Jio Platforms – A Facebook / First Time Investor's Guide
There is considerable interest in Jio Platforms from technology investors recently. Jio Platforms does have all the necessary building blocks to...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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