MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
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MINT: Return to Profit in 2022E
Yesterday analyst meeting came out with a positive tone. We expect strong recovery in 2022 driven by global tourism recovery especially in Europe...
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MINT: Expect 3-Quarter Positive EBITDA in 3Q21
We expect MINT to report the 7th quarter loss of 2.8bn in 3Q21. However, However, EBITDA could turn positive for the 3 consecutive quarter driven...
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The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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