StubWorld: Kingsoft Not In the Cloud; CH Karnchang Tests New Lows
This week in StubWorld ... Kingsoft Corp (3888 HK)'s 43.6%-held Kingsoft Cloud (KC US) has gained 53% since its debut last Friday - but...
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The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
420 Views
BEM: Possible Bangkok Curfew Could Hurt 2020E Profit Severely
We estimate 51% negative impact to 2020E earnings for BEM in worst case if they have to halt their mass transit and tollway operations for 75 days....
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The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
461 Views
BEM: Leading Mass Transit Operator Is About to Get Huge
We initiate coverage of BEM with a HOLD rating, based on a target price of Bt11.70 derived from a sum-of-the-parts methodology, which implies...
428 Views