ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Cross Asset Strategy

<div class="content-highlight">
<p>This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South East Asia and includes macro, top-down and thematic pieces, as well as actionable equity bottom-up and credit insights.</p>
<p>Please find a brief summary below, with a fuller write up in the detailed section. We also include in the detailed section the past week's relevant discussions in <a href="mailto:ASEAN@Smartkarma" target="_blank" rel="noopener">ASEAN@Smartkarma</a></p>
</div><h3>Macro Insights</h3><p>In <a href="https://www.smartkarma.com/insights/ftse-geis-index-rebalance-sep-2020-singapore" target="_blank" data-smartkarma-citation="insights:42445" rel="noopener">FTSE GEIS Index Rebalance Sep 2020 - Singapore,</a><a href="https://www.smartkarma.com/profiles/brian-freitas" target="_blank" data-smartkarma-citation="accounts:4091" rel="noopener">Brian Freitas</a> zeros in on the latest FTSE Index rebalance in Singapore. </p><h3>Equity Bottom-Up Insights</h3><p>In <a href="https://www.smartkarma.com/insights/sea-ltd-se-us-e-commerce-epiphany" target="_blank" data-smartkarma-citation="insights:42318" rel="noopener">Sea Ltd (SE US) - E-Commerce Epiphany,</a> CrossASEAN Insight Provider <a href="https://www.smartkarma.com/profiles/angus-mackintosh" target="_blank" data-smartkarma-citation="accounts:937" rel="noopener">Angus Mackintosh</a> reports back after <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US),</a> SE Asia's largest gaming and e-commerce player released knock-out 2Q2020 results. </p><p>In <a href="https://www.smartkarma.com/insights/telekomunikasi-indonesia-tlkm-ij-out-with-the-old-and-in-with-the-new" target="_blank" data-smartkarma-citation="insights:42249" rel="noopener">Telekomunikasi Indonesia (TLKM IJ) - Out with the Old and in with the New</a>, <a href="https://www.smartkarma.com/profiles/angus-mackintosh" target="_blank" data-smartkarma-citation="accounts:937" rel="noopener">Angus Mackintosh</a> circles back after the company's recent results and analyst call. <a href="https://www.smartkarma.com/entities/telekomunikasi-indonesia" target="_blank" data-smartkarma-citation="entities:1051:1" rel="noopener">Telekomunikasi Indonesia (TLKM IJ)</a> is undergoing a transition, with its legacy business in a downward spiral, with its data business taking up the reigns of growth. </p><p>In <a href="https://www.smartkarma.com/insights/singapore-air-open-letter-to-sq-mgt-call-on-your-loyal-customer-base-and-raise-up-to-37-billion" target="_blank" data-smartkarma-citation="insights:42399" rel="noopener">Singapore Air: Open Letter to SQ Mgt - Call on Your Loyal Customer Base and Raise up to $37 Billion,</a> Cross ASEAN Insight Provider <a href="https://www.smartkarma.com/profiles/nicolas-van-broekhoven-24a66c2d-bca4-4f5b-adda-c4e2bcc509f4" target="_blank" data-smartkarma-citation="accounts:1208" rel="noopener">Nicolas Van Broekhoven</a> outlines his thoughts on an ingenious way for <a href="https://www.smartkarma.com/entities/singapore-airlines-ltd" target="_blank" data-smartkarma-citation="entities:74:1" rel="noopener">Singapore Airlines (SIA SP)</a> to raise new capital thought an open letter to management.</p><p><a href="https://www.smartkarma.com/entities/singapore-airlines-ltd" target="_blank" data-smartkarma-citation="entities:74:1" rel="noopener"></a>In <a href="https://www.smartkarma.com/insights/sea-limited-can-the-good-times-continue-to-roll" target="_blank" data-smartkarma-citation="insights:42356" rel="noopener">Sea Limited: Can the Good Times Continue to Roll?,</a><a href="https://www.smartkarma.com/profiles/rickin-thakrar" target="_blank" data-smartkarma-citation="accounts:1486" rel="noopener">Rickin Thakrar</a> outlines his thoughts on <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US)</a> post the company's recent numbers.</p><p>In <a href="https://www.smartkarma.com/insights/permata-bank-what-is-delaying-the-mto" target="_blank" data-smartkarma-citation="insights:42470" rel="noopener">Permata Bank: What Is Delaying the MTO?, </a><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank" data-smartkarma-citation="accounts:25" rel="noopener">Travis Lundy</a> revisits <a href="https://www.smartkarma.com/entities/bank-permata-tbk-pt" target="_blank" data-smartkarma-citation="entities:728:1" rel="noopener">Bank Permata (BNLI IJ)</a> post the completion of the <a href="https://www.smartkarma.com/entities/bangkok-bank-public-co-ltd" target="_blank" data-smartkarma-citation="entities:213:1" rel="noopener">Bangkok Bank Public (BBL TB)</a> acquisition and asks what has happened to the final stage of the deal, the Mandatory Tender Offer. </p><p>In <a href="https://www.smartkarma.com/insights/wilmar-international-placement-can-t-pinpoint-the-reason-for-adm-selling" target="_blank" data-smartkarma-citation="insights:42351" rel="noopener">Wilmar International Placement - Can't Pinpoint the Reason for ADM Selling,</a><a href="https://www.smartkarma.com/profiles/sumeet-singh" target="_blank" data-smartkarma-citation="accounts:4" rel="noopener">Sumeet Singh</a> takes a look at <a href="https://www.smartkarma.com/entities/wilmar-international-ltd" target="_blank" data-smartkarma-citation="entities:172:1" rel="noopener">Wilmar International (WIL SP)</a> post the announcement of a stake sake.</p><p><a href="https://www.smartkarma.com/entities/archer-daniels-midland-co" target="_blank" data-smartkarma-citation="entities:14746:1" rel="noopener"></a>In <a href="https://www.smartkarma.com/insights/what-s-the-barrier-to-entry-that-benefits-yangzijiang-china-financier-of-last-resort" target="_blank" data-smartkarma-citation="insights:42232" rel="noopener">What's The Barrier to Entry That Benefits Yangzijiang? China Financier Of Last Resort?</a><a href="https://www.smartkarma.com/profiles/patrick-eng" target="_blank" data-smartkarma-citation="accounts:11628" rel="noopener">Patrick Eng</a> examines the intricacies of shipping finance.</p><div><p>In <a href="https://www.smartkarma.com/insights/jwd-potential-growth-in-2h20-from-ongoing-projects" target="_blank" data-smartkarma-citation="insights:42426" rel="noopener">JWD: Potential Growth in 2H20 from Ongoing Projects,</a> out friends at <a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/jwd-infologistics" target="_blank" data-smartkarma-citation="entities:28438:1" rel="noopener">JWD Infologistics (JWD TB)</a> having attended the recent analyst briefing. </p></div><p>In <a href="https://www.smartkarma.com/insights/centel-earnings-momentum-remains-weak-in-2h20" target="_blank" data-smartkarma-citation="insights:42374" rel="noopener">CENTEL: Earnings Momentum Remains Weak in 2H20,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisits <a href="https://www.smartkarma.com/entities/central-plaza-hotel-pcl" target="_blank" data-smartkarma-citation="entities:18213:1" rel="noopener">Central Plaza Hotel (CENTEL TB)</a> post its recent analyst meeting which came out with a neutral tone. </p><p>In <a href="https://www.smartkarma.com/insights/wha-expect-solid-hoh-recovery-of-profit-in-2h20" target="_blank" data-smartkarma-citation="insights:42334" rel="noopener">WHA: Expect Solid HOH Recovery of Profit in 2H20</a>, <a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/wha-corp-pcl" target="_blank" data-smartkarma-citation="entities:104:1" rel="noopener">WHA Corp Pcl (WHA TB)</a> post the recent analyst meeting, where they came out with a positive tone. </p><p>In<a href="https://www.smartkarma.com/insights/crc-3q20-earnings-should-recovery-after-re-opening-all-department-stores" target="_blank" data-smartkarma-citation="insights:42278" rel="noopener"> CRC: 3Q20 Earnings Should Recovery After Re-Opening All Department Stores,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/central-retail-corp-ltd" target="_blank" data-smartkarma-citation="entities:28240:1" rel="noopener">Central Retail (CRC TB)</a> post recent 2Q2020 results and maintain a positive view. </p><p>In <a href="https://www.smartkarma.com/insights/gulf-expect-3q20-earnings-to-grow-both-yoy-and-qoq" target="_blank" data-smartkarma-citation="insights:42286" rel="noopener">GULF: Expect 3Q20 Earnings to Grow Both YoY and QoQ,</a> out friends at <a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/gulf-energy-development-public-company-limited" target="_blank" data-smartkarma-citation="entities:26038:1" rel="noopener">Gulf Energy Development Public Company (GULF TB)</a> post the company's analyst meeting. </p><p>In <a href="https://www.smartkarma.com/insights/sappe-expect-earnings-recovery-in-3q20" target="_blank" data-smartkarma-citation="insights:42282" rel="noopener">SAPPE: Expect Earnings Recovery in 3Q20, </a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> report back on <a href="https://www.smartkarma.com/entities/sappe-pcl" target="_blank" data-smartkarma-citation="entities:3915:1" rel="noopener">Sappe Pcl (SAPPE TB)</a> post its results with the expectation of a recovery starting in 3Q2020. </p><p>In <a href="https://www.smartkarma.com/insights/twpc-bottomed-out-in-2q20e-but-unexciting-road-ahead" target="_blank" data-smartkarma-citation="insights:42306" rel="noopener">TWPC: Bottomed Out in 2Q20E but Unexciting Road Ahead,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> downgrade their recommendation to HOLD rating, from BUY, with a new 2021E target price at Bt3.45, from Bt4.14 previously, pegged to  12.7x FY21E PER, which is a 3-years trading average of its forward PER. </p><p>In <a href="https://www.smartkarma.com/insights/bem-completed-v-shape-recovery-is-imminent" target="_blank" data-smartkarma-citation="insights:42281" rel="noopener">BEM: Completed V-Shape Recovery Is Imminent,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> report back post the company's analyst briefing. They came out from <a href="https://www.smartkarma.com/entities/bangkok-expressway-and-metro-68c0c1b3-af0c-4380-a380-f3dc7ba5d5ac" target="_blank" data-smartkarma-citation="entities:22849:1" rel="noopener">Bangkok Expressway and Metro (BEM TB)</a> ’s analyst meeting yesterday with a positive tone.</p><p>In <a href="https://www.smartkarma.com/insights/sprc-to-be-pressured-by-crude-premium" target="_blank" data-smartkarma-citation="insights:42330" rel="noopener">SPRC: To Be Pressured by Crude Premium,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> circle back to <a href="https://www.smartkarma.com/entities/star-petroleum-refining-pcl" target="_blank" data-smartkarma-citation="entities:21007:1" rel="noopener">Star Petroleum Refining (SPRC TB)</a> post its recent analyst meeting. The analyst meeting revealed a slightly negative tone. </p><p>In <a href="https://www.smartkarma.com/insights/ptg-marketing-margin-is-still-going-up" target="_blank" data-smartkarma-citation="insights:42333" rel="noopener">PTG: Marketing Margin Is Still Going Up,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/ptg-energy-pcl" target="_blank" data-smartkarma-citation="entities:14385:1" rel="noopener">Ptg Energy Pcl (PTG TB)</a> after attending the analyst meeting, which revealed a positive tone. </p><p>In <a href="https://www.smartkarma.com/insights/erw-recovery-phase-remain-weak" target="_blank" data-smartkarma-citation="insights:42331" rel="noopener">ERW: Recovery Phase Remains Weak,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit one of Thailand's leading hotel operators. The analyst meeting came out with a negative tone. </p><p>In <a href="https://www.smartkarma.com/insights/auct-raising-commission-fee-will-boost-2h20-performance" target="_blank" data-smartkarma-citation="insights:42335" rel="noopener">AUCT: Raising Commission Fee Will Boost 2H20 Performance,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> came out with a positive tone after yesterday's analyst meeting on the back of raising commission fees by 12.5% and rising NPL haul up vehicle volume. </p><p>In <a href="https://www.smartkarma.com/insights/bgc-re-opening-the-cities-will-drive-2h20-performance" target="_blank" data-smartkarma-citation="insights:42336" rel="noopener">BGC: Re-Opening the Cities Will Drive 2H20 Performance,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/bg-container-glass-pcl" target="_blank" data-smartkarma-citation="entities:28453:1" rel="noopener">BG Container Glass PCL (BGC TB)</a> after the analyst meeting. </p><p>In <a href="https://www.smartkarma.com/insights/bcp-positive-2h20-earnings-outlook" target="_blank" data-smartkarma-citation="insights:42384" rel="noopener">BCP: Positive 2H20 Earnings Outlook, </a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a> revisit <a href="https://www.smartkarma.com/entities/bangchak-corporation-public-company-limited" target="_blank" data-smartkarma-citation="entities:15875:1" rel="noopener">Bangchak Corporation (BCP TB)</a> after attending the company's analyst briefing. </p><p>In <a href="https://www.smartkarma.com/insights/awc-positive-sign-for-domestic-tourism-industry" target="_blank" data-smartkarma-citation="insights:42387" rel="noopener">AWC: Positive Sign for Domestic Tourism Industry,</a><a href="https://www.smartkarma.com/companies/country-group" target="_blank" data-smartkarma-citation="companies:965" rel="noopener">Country Group</a>upgrade their rating for <a href="https://www.smartkarma.com/entities/asset-world-corp-pcl" target="_blank" data-smartkarma-citation="entities:28136:1" rel="noopener">Asset World Corporation (AWC TB)</a> to BUY from HOLD with the expectation of a gradual recovery in earnings from 4Q20 onwards after a reported net loss in 2Q20. </p><h3>Sector and Thematic Insights</h3><p>In <a href="https://www.smartkarma.com/insights/snippets-43-wutthisak-clinic-bankruptcy-supalai-goes-down-under" target="_blank" data-smartkarma-citation="insights:41189" rel="noopener">Snippets #43: Wutthisak Clinic Bankruptcy, Supalai Goes Down Under,</a> our Thai guru <a href="https://www.smartkarma.com/profiles/athaporn-arayasantiparb-cfa" target="_blank" data-smartkarma-citation="accounts:766" rel="noopener">Athaporn Arayasantiparb, CFA</a> highlight five recent interesting trends or news that could influence Thai equities/markets. </p><h3>Credit Insights</h3><p>In <a href="https://www.smartkarma.com/insights/olam-earnings-flash-h1-fy-2020-results-lucror-analytics" target="_blank" data-smartkarma-citation="insights:42256" rel="noopener">Olam - Earnings Flash - H1 FY 2020 Results,</a><a href="https://www.smartkarma.com/profiles/leonard-law-cfa" target="_blank" data-smartkarma-citation="accounts:7106" rel="noopener">Leonard Law, CFA</a> zeroes in on the company's results from a credit perspective.</p><p>In <a href="https://www.smartkarma.com/insights/rizal-commercial-bank-s-inaugural-at1-bond-caveat-emptor" target="_blank" data-smartkarma-citation="insights:42437" rel="noopener">Rizal Commercial Bank’s Inaugural AT1 Bond: Caveat Emptor,</a><a href="https://www.smartkarma.com/profiles/hank-calenti-cfa" target="_blank" data-smartkarma-citation="accounts:5194" rel="noopener">Hank Calenti, CFA</a> takes a look at <a href="https://www.smartkarma.com/entities/rizal-commercial-banking-corp" target="_blank" data-smartkarma-citation="entities:23143:1" rel="noopener">Rizal Commercial Banking (RCB PM)</a> and its recently announced bond issue. Caveat emptor. That is, let the buyer beware.  </p>


This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South East Asia and includes macro, top-down and thematic pieces, as well as actionable equity bottom-up and credit insights.
Please find a brief summary below, with a fuller write up in the detailed section. We also include in the detailed section the past week's relevant discussions in ASEAN@Smartkarma
Macro InsightsIn FTSE GEIS Index Rebalance Sep 2020 - Singapore,Brian Freitas zeros in on the latest FTSE Index rebalance in Singapore. Equity Bottom-Up InsightsIn Sea Ltd (SE US) - E-Commerce Epiphany, CrossASEAN Insight Provider Angus Mackintosh reports back after Sea Ltd (SE US), SE Asia's largest gaming and e-commerce player released knock-out 2Q2020 results. In Telekomunikasi Indonesia (TLKM IJ) - Out with the Old and in with the New, Angus Mackintosh circles back after the company's recent results and analyst call. Telekomunikasi Indonesia (TLKM IJ) is undergoing a transition, with its legacy business in a downward spiral, with its data business taking up the reigns of growth. In Singapore Air: Open Letter to SQ Mgt - Call on Your Loyal Customer Base and Raise up to $37 Billion, Cross ASEAN Insight Provider Nicolas Van Broekhoven outlines his thoughts on an ingenious way for Singapore Airlines (SIA SP) to raise new capital thought an open letter to management.In Sea Limited: Can the Good Times Continue to Roll?,Rickin Thakrar outlines his thoughts on Sea Ltd (SE US) post the company's recent numbers.In Permata Bank: What Is Delaying the MTO?, Travis Lundy revisits Bank Permata (BNLI IJ) post the completion of the Bangkok Bank Public (BBL TB) acquisition and asks what has happened to the final stage of the deal, the Mandatory Tender Offer. In Wilmar International Placement - Can't Pinpoint the Reason for ADM Selling,Sumeet Singh takes a look at Wilmar International (WIL SP) post the announcement of a stake sake.In What's The Barrier to Entry That Benefits Yangzijiang? China Financier Of Last Resort?Patrick Eng examines the intricacies of shipping finance.In JWD: Potential Growth in 2H20 from Ongoing Projects, out friends at Country Group revisit JWD Infologistics (JWD TB) having attended the recent analyst briefing. In CENTEL: Earnings Momentum Remains Weak in 2H20,Country Group revisits Central Plaza Hotel (CENTEL TB) post its recent analyst meeting which came out with a neutral tone. In WHA: Expect Solid HOH Recovery of Profit in 2H20, Country Group revisit WHA Corp Pcl (WHA TB) post the recent analyst meeting, where they came out with a positive tone. In CRC: 3Q20 Earnings Should Recovery After Re-Opening All Department Stores,Country Group revisit Central Retail (CRC TB) post recent 2Q2020 results and maintain a positive view. In GULF: Expect 3Q20 Earnings to Grow Both YoY and QoQ, out friends at Country Group revisit Gulf Energy Development Public Company (GULF TB) post the company's analyst meeting. In SAPPE: Expect Earnings Recovery in 3Q20, Country Group report back on Sappe Pcl (SAPPE TB) post its results with the expectation of a recovery starting in 3Q2020. In TWPC: Bottomed Out in 2Q20E but Unexciting Road Ahead,Country Group downgrade their recommendation to HOLD rating, from BUY, with a new 2021E target price at Bt3.45, from Bt4.14 previously, pegged to  12.7x FY21E PER, which is a 3-years trading average of its forward PER. In BEM: Completed V-Shape Recovery Is Imminent,Country Group report back post the company's analyst briefing. They came out from Bangkok Expressway and Metro (BEM TB) ’s analyst meeting yesterday with a positive tone.In SPRC: To Be Pressured by Crude Premium,Country Group circle back to Star Petroleum Refining (SPRC TB) post its recent analyst meeting. The analyst meeting revealed a slightly negative tone. In PTG: Marketing Margin Is Still Going Up,Country Group revisit Ptg Energy Pcl (PTG TB) after attending the analyst meeting, which revealed a positive tone. In ERW: Recovery Phase Remains Weak,Country Group revisit one of Thailand's leading hotel operators. The analyst meeting came out with a negative tone. In AUCT: Raising Commission Fee Will Boost 2H20 Performance,Country Group came out with a positive tone after yesterday's analyst meeting on the back of raising commission fees by 12.5% and rising NPL haul up vehicle volume. In BGC: Re-Opening the Cities Will Drive 2H20 Performance,Country Group revisit BG Container Glass PCL (BGC TB) after the analyst meeting. In BCP: Positive 2H20 Earnings Outlook, Country Group revisit Bangchak Corporation (BCP TB) after attending the company's analyst briefing. In AWC: Positive Sign for Domestic Tourism Industry,Country Groupupgrade their rating for Asset World Corporation (AWC TB) to BUY from HOLD with the expectation of a gradual recovery in earnings from 4Q20 onwards after a reported net loss in 2Q20. Sector and Thematic InsightsIn Snippets #43: Wutthisak Clinic Bankruptcy, Supalai Goes Down Under, our Thai guru Athaporn Arayasantiparb, CFA highlight five recent interesting trends or news that could influence Thai equities/markets. Credit InsightsIn Olam - Earnings Flash - H1 FY 2020 Results,Leonard Law, CFA zeroes in on the company's results from a credit perspective.In Rizal Commercial Bank’s Inaugural AT1 Bond: Caveat Emptor,Hank Calenti, CFA takes a look at Rizal Commercial Banking (RCB PM) and its recently announced bond issue. Caveat emptor. That is, let the buyer beware.  

The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results

Thailand

I&I Group Public Company Limited operates as a digital and technology consulting company. The Company offers business analytics and marketing strategy, data and technology, customer relationship, campaign management solutions. I&I Group serves customers worldwide.

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I&I Group (IIG TB)

The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results

This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...

Angus Mackintosh

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