Singapore Stocks Paralleled GDP Strengths in 1Q21
Singapore’s economy expanded 1.3% YoY in 1Q21, a reversal from the 2.4% YoY contraction in 4Q20. Key drivers of the 1Q21 GDP growth were...
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Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
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The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views
Last Week in Event SPACE: Prosus/Naspers, Wilmar, Invesco Office, Boral, Honshu Chem, Crown Resorts
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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StubWorld: Buybacks Resume Into Inexpensive Wilmar
Wilmar looks inexpensive here, even for a cross-border, possibly-difficult-to-short subsidiary, Holdco situation. Potential near-term catalysts...
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