The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
261 Views
MINT : 3Q22 Earnings Beat Our and Consensus Estimates
MINT report all-time high level of net profit at 4.6bn. However, stripping out extra items, core profit would be at Bt2.0bn (+66%QoQ vs. Bt2.4bn...
255 Views
MINT : Limited Downside from Recession in Europe
MINT has been underperforming Thai listed hotel peers by around 30%YTD to trade at 34xPE’23E, or 30% discount to the sector as it has substantially...
117 Views
Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
140 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
290 Views