The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
433 Views
Airline Travel in Asia Set to Hit Two-Thirds of Pre-Covid Level: Report
Asia’s tourism industry has been resilient amid the global macroeconomic slowdown, research from JP Morgan shows. The report projects that airline...
365 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
503 Views
Asia Aviation Plc. (AAV): 4Q25E Core Profit Beats Expectations
4Q25E core profit is better than previously expected, driven by higher passenger volumes and average fares, supported by strong domestic passenger...
140 Views
ASIA AVIATION Plc. (AAV): 3Q25 Turned To Deep Loss As Expected...
We maintain Outperform with 2026E FV of Bt1.21 (required return 3.8%), backed by strong 2Y core EPS CAGR of +12%, outperforming peers, and limited...
202 Views