The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
794 Views
Global Telecom Towers: How Does the China Tower IPO Stack Up? Hint... Not Very Well.
With China Tower 's (1409417D HK) IPO in the offering period Chris Hoare wanted to compare it on a global Towerco comparison. We have written about...
844 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
224 Views
Asian Telecom Tower Trends: Indonesia Is Bottoming but India Is Set to Worsen.
Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT...
329 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.4k Views