Gojek and Grab - A Merger of the Super Apps on the Offing? We Think Not.
There has been much debate surrounding the incessant competition between so-called Super Apps Indonesia-based Gojek (1379371D IJ) and Singapore...
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Thai Banks – Leveraged To Tourism?
As Thailand prepares to re-open airports to foreign travel, it is worth understanding how the country appears more geared to tourism than most all...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
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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Siam Commercial Bank: Surprising on the Upside
We have held off commenting on SCB's Q220 results and watched shares make discrete headway after some post-earnings drift. A few weeks back, shares...
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