Southeast Asia digital economy weekly newsletter and its monthly research reports. Angus is also the founder of CrossASEAN Research and publishes on SMARTKARMA.
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Excerpt: Macron’s efforts to steer France through a winter of energy crisis, notes Mark Chadwick, an analyst who publishes on Smartkarma, has landed on a formula for presenting energy saving (collective sobriety) in terms that others may seek to emulate and …
ft.com • (Opens in a new window) ⧉
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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.
The company’s planned first round buyback of 100 billion yen is “nice,” analyst Travis Lundy wrote in a note on SMARTKARMA. The new medium-term plan is “much more ambitious” than its previous targets.
more capital allocation measures to its medium term plan writes analyst Travis Lundy of Quiddity Advisors, who publishes on SMARTKARMA Expects that there could be crossholders unwind from this buyback as the 35% of the company shares are held by
Appier and Advantest are the best ways to trade on the AI theme in Japan, analyst Mark Chadwick wrote in a note on SMARTKARMA. It’s difficult to find stocks for investment “given that every
be able to launch North American routes where stable demand is likely and large craft are necessary” SMARTKARMA (Travis Lundy) The fact that terms haven’t been released yet “tells you that
Excerpt: Analyst Douglas Kim, who writes for Smartkarma, is quoted by Bloomberg as saying the probability of Hybe increasing its share offer to compete with Kakao is very low.
Chris Cooke • (Opens in a new window) ⧉
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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.
Excerpt: Mr Law noted in his memo – published on the Smartkarma platform – that Melco Resorts management had given guidance it expected US$285 million to US$305 million in 2023 capital spending.
Ggr Asia – Home • (Opens in a new window) ⧉
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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.
Excerpt: “Langkah Grab menunjukkan adanya kelebihan dana dan membayar pinjaman berjangka akan menghemat biaya bunga, yang akan membantu mempercepat jalan menuju profitabilitas dengan menghemat biaya,” kata Angus Mackintosh, analis Smartkarma.
Farid Firdaus • (Opens in a new window) ⧉
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The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.
Excerpt: “Grab’s move suggests it has excess funds and paying down the term loan will save interest costs, which will help speed the path to profitability by saving on cost,” said Angus Mackintosh, an analyst at Smartkarma.
Nina Trentmann • (Opens in a new window) ⧉
Are you a Professional Journalist?
The Smartkarma Press Pass is a special login created exclusively for pre-approved professional journalists. It allows a journalist to access content on the platform and use all the powerful search and discovery functionality available. Journalists can excerpt and quote from the content on Smartkarma to enrich and support their articles.