The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
313 Views
SPRC: To Be Pressured by Crude Premium
Yesterday analyst meeting came out with a slight negative tone. We expect 3Q20 performance to drop QoQ as crude premium rises. Meanwhile, refinery...
298 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
271 Views
SPRC: Company’s GRM to Recover in 2Q20E
Analyst meeting held last week came out with a slight positive tone. We expect SPRC’s earnings in 2Q20E to improve QoQ, led by a huge discount in...
109 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views