The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In ourĀ inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and fromĀ attempts to realize real...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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First Pacific (142 HK) Is Fully Valued Here
First Pac 's NAV discount has significantly narrowed, and is around the lowest since early 2018. Tight for a multiple cross-border, difficult to...
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Asian Equities: Keep an Eye on These Earnings Inflections
āEarnings inflections, ie EPS est rising after long period of decline, are selectively underway in Asia. We identify 9 market-sectors - 3 from HK...
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