AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
581 Views
Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
391 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
479 Views
Malaysia Telcos: Slightly Weak Trends in 1Q19 but We Remain Broadly Positive. Telenor Deal Is Key
Chris Hoare turned more constructive on Malaysian telcos in early 2019 and recently further upgraded his views on the proposed Telenor (TEL NO) /...
418 Views
The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
646 Views