The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Airport of Thailand (AOT): 120 Days to Reopening
As the Thai govt announced that they will open the borders in 120 days, the Airports of Thailand share will rally hard as it directly links with...
483 Views
Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
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Airport of Thailand (AOT): Phuket Sandbox
The Phuket reopening sandbox will be a proof of concept of whether 1) Thailand's health infrastructure is ready to accept foreign tourists and 2)...
369 Views
BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
697 Views