SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
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The Week That Was in ASEAN@Smartkarma - CPALL & Tesco, Indonesian Media, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bangkok Chain Hospital: When the Going Gets Tough
We visited two companies today, namely Bangkok Chain Hospital and TBSP. Here's a quickie on the business outlook: Bangkok Chain's earnings grew...
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