The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
504 Views
PLANB: Digital Media in 7-Eleven Stores Support Earnings Growth in 2020
After the conference call with the management, we are quite optimistic toward PLANB’s earnings outlook in 2020-21E which will be driven by revenues...
448 Views
PLANB: Record High Earnings Supported by Digital Media Revenue
PLANB’s 2Q19 net profit was at Bt180m (+18%YoY, +17%QoQ), an all-time high level. The 1H19 result was slightly under our expectation and accounts...
410 Views
VGI Global Media Placement: High Growth Monopoly with Good Returns from Past Deals
VGI's main shareholder BTS is selling USD 129 million worth of shares post market close today. In this insight, we will provide quick thoughts on...
588 Views
The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
481 Views