Malaysia Airport (MAHB): Undervalued Tourism Play in SEA
With the tourism recovery, MAHB is well positioned to capture the upside while it trades at a relatively undemanding valuation especially compared...
668 Views
SDR Earnings Snapshot: PTTEP beats estimates, correlation to oil price draws investors' interest
Since the launch of Thai Singapore Depository Receipts in May, the three inaugural Thai SDRs – Airports of Thailand (AOT) , CP All and PTT...
405 Views
Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
261 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
400 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
262 Views