The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was inĀ ASEAN@SmartkarmaĀ is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
268 Views
Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
436 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
454 Views
STI Chalks Up Strongest Start to a Year Since 1999
With 13.2% price gains over the first four months of 2021, this has been the strongest start to a calendar year for the STI since 1999. The STI...
538 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was inĀ ASEAN@SmartkarmaĀ is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
318 Views