The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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NetLink Trust IPO Early Thoughts -Â A Monopoly with Stable Cash Flow
Last week, Singtel reported that it has engaged three banks for the IPO of Netlink Trust. While the prospectus has not been filed yet, we offer...
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StarHub's Changing Constellation
At the beginning of February StarHub Ltd released a really terrible set of results for its FY2016 and cut its dividend by 20% for FY2017 to 16c per...
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SingTel Sees Pressure in Both Australia and Singapore; FVE Decreased to SGD 3.50 on Associate Moves
SingTel’s third-quarter fiscal 2017 (quarter-ended September 2016) result was in line with our expectations with revenue declining by 1.5%, EBITDA...
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