Surya Citra Media (SCMA IJ) - Standing Ovation in FTA and Digital
SCMA looks attractive at these levels trading below if 5-year average forward PER with an earnings recovery expected in 2023 plus its stake in...
305 Views
SEA EConomy - A Squall in 2022 with Rough Seas Ahead
Major digital players in South-East Asia will release 3Q results next month with all eyes focused on take rates, contribution margins, and Adjusted...
266 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
182 Views
PT Surya Citra Media Tbk (SCMA IJ) - On the Cusp of a Convincing Recovery
PT Surya Citra Media is a proxy for recovering advertising spending as the Indonesian economy recovers plus its digital strategy through Vidio is...
267 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
225 Views