The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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Stocks for Mother's Day
Mother’s Day in Thailand is celebrated on the long weekend between August 12 to 14 and coincides with the Queen’s birthday. As such, the Thai stock...
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Breadtalk 1H17 Results: Focus on Margins over Revenues Ongoing & More Special Dividends on the Way
Last week Breadtalk Group Ltd (BREAD SP) reported its 2Q17 results. The trend of slightly declining revenues but much higher bottom line profits...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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ASEAN Hotels & Hospitality - The Russians Are Coming - On the Ground in J -Town
On a recent visit to Jakarta, I was kindly invited to the Jones Lang Lasalle Real Estate Conference. One of the most interesting presentations was...
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