The Week that Was in ASEAN@Smartkarma - Hypermarkets, Telcos, and Taxis
This week in ASEAN@Smartkarma sees an eclectic mix of bottom up, top down, and thematic insights across the region. I would also add one...
156 Views
Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
187 Views
Last Week in Event SPACE (22 July 2017)
No mangalores last week, no krakens this week. But more on Global Logistic Properties Ltd (GLP SP) and those non-conditional regulatory approvals;...
236 Views
M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
164 Views
M1 Posts Broadly In-Line 2Q 2017 Results, but New Competitor Launch Looms
M1’s second-quarter 2017 result was broadly in line with our expectations, with services revenue up 0.4% year on year, EBITDA down 10.7%, and EPS...
142 Views