The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
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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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...
775 Views
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...
419 Views
(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
603 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views