Snippets #22: New Transit Ad Giant, Duty Free Rivalry
Five interesting news flow/development during this period: New regulations proposals. The BOT recently discussed measures to rein in overly...
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The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
682 Views
PLANB: Moving Forward with VGI, the Outdoor Media Tycoon
We maintain PLANB with a BUY rating with the target price of Bt8.30 derived from 1.5xPEG’2019E of Thai consumer discretionary sector, which implies...
611 Views
Surya Citra Media (SCMA IJ) - Digital Revolution in the Spring - On the Ground in J-Town
A meeting Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta found management in a relatively ebullient mood. The share price performance has been...
682 Views
The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views