The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
416 Views
ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
165 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
262 Views
Astro (ASTRO): Netflix Is Included Soon and High FCF Yield.
After 50% increase, Astro is still trading below its pre-COVID-19 level although the business climate has been stable and Netflix has become...
243 Views
Pay-TV Subscription Revenue Resilient QoQ
<p>Astro’s 1HFY22 core net profit of RM248mn (+9.2% YoY) came within ours and consensus full-year estimates at 46.9% and 44.9%, respectively. We...
203 Views