Political Pit Stop (March 2020): Dueling Democrats, Fall of Future Forward
We look at five recent political events/developments that could potentially impact Thai equities, namely:  America's Democrat race. Biden...
349 Views
Last Week in Event SPACE: Bank of East Asia, Maeda Road, Wheelock, Bk Permata, Oriental Land, Sawada
Last Week in Event SPACE ... Bank Of East Asia (23 HK) and Elliott enter into an uneasy truce amidst a strategic review. Maeda Road...
460 Views
Permata Significantly De-Risked After Approvals from Bangkok Bank EGM and Maybe the OJK
Bank Permata (BNLI IJ) saw two pieces of news today which make this deal practically a foregone conclusion. Today, at the Bangkok Bank Public (BBL...
612 Views
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
419 Views
Standard Chartered Plc - Consensus Forecasts Need to Decline By 20%
Weak Results Already:Standard Chartered (STAN.LN/2888.HK) [SC] 4Q19 bottom-line results of USD 194 mn, which missed consensus by 54%.  HSBC...
341 Views