The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Smartkarma Originals
Tencent Bear Case: An Over-Played Hand (Part 2)
Tencent Holdings (700 HK) is a consensus buy with none of the 46 analysts covering it having an underperform or sell recommendation. Analysts'...
Smartkarma Originals
Tencent Bear Case: The Growth Illusion (Part 1)
In part one of our extensive bear-case analysis on Tencent Holdings (700 HK) , we analyze a number of elements related to Tencent's overall growth...
Smartkarma Originals