The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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COM7 (COM7 TB): Acquisition to Support Aggressive Expansion
Improving asset turnover, good risk adjusted price momentum, and relatively strong analyst recommendations relative to its sector Larger...
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COM7 (COM7 TB): Do Banking at Your Local BaNANA Store
Capable of funding growth internally, improving asset turnover, and relatively strong analyst recommendation relative to its sector Cost sharing...
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DTAC 3Q Result: No Recovery Yet. Spectrum Issue Now Solved, but Leverage Is Rising.
The (now) smallest of the three Thai operators, DTAC (DTAC TB) reported 3Q18 results this week. Things have been tough for DTAC recently with much...
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Snippets #15: Central's Big Plans, BAY's Big Garage Sale
In a barrage of last minute news flow in the month, we came up with another unexpected 5-pack Snippets. There's something about September we can't...
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