The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
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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Last Week: CP All, SOHO China, Maeda Road, DP World, Unizo, Wheelock, Leyou
Last Week in Event SPACE ... The fact that CP All PCL (CPALL TB) won the bidding did not come as a complete surprise. The "loser" in this...
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Market Monitor: Friday 13th Pandemic
A month after we pointed out the risk emanating from the new strain of a Corona virus (COVID-19) to the global economic recovery, the market still...
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Singtel HoldCo Trade - A Good Level to Build a Position
Since the start of February, Singtel (ST SP)'s share price has declined by about 11%. As per Smartkarma's Holding Companies (HoldCo) monitor,...
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Regional Value-Stocks Index Trading at Record Value
With a sharp 9% decline on Monday, the FTSE Value-Stocks ASEAN Index has declined 18% in the 2020 YTD, reducing its 3-year total return to a 3%...
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