AOT: Still a Valid Proxy for Tourism?
If the country were to change its target to the wealthy clients then the question is whether Airports of Thailand (AOT TB) going to be a good proxy...
543 Views
Hygeia Healthcare IPO: Valuation Insights
Hygeia Healthcare Group (1702613D CH) is the largest oncology healthcare group in China as measured by the revenue generated from...
469 Views
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...
487 Views
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...
780 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...
422 Views