AGM SATS: High Quality Company Continues Growth Trajectory Via M&A as 1 Billion SGD Budget Announced
We attended the AGM of Sats Ltd (SATS SP) in Marina Mandarin hotel. Shares are up 16% YTD and have more than doubled over the last five years.Going...
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The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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AIRA: Moving to an Asset-Light Model
Improving asset turnover, strong stock price momentum, and high level of cash sales relative to its sector AIRA plans to expand its fleet by 30...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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AAV (AAV TB): Adding Aircraft and Routes to Support Growing Demand
Earnings on an upcycle trend, solid short-term earnings momentum, and improving asset turnover relative to its sector Set to add 7 new aircraft,...
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