The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
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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IPO Radar: SAV, Samart's Air Traffic Control Arm in Cambodia
We spent three years covering Samart (the holding company) in UOB, and one of the subsidiaries both we and investors were most excited about was...
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Telecom Review: A Brief Background on Sector Players
You know how movies like to show you the present-day episodes and then they later rewind back to a prequel of how it all started. Well, this is...
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Small Cap Diary: Elusive Revenue Growth
We met up with two companies last week. They couldn’t have less in common apart from the lack of revenue growth yo. Having said that, a lot of...
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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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