The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thailand's Top Scandals: Montara, Insider Trading, & More
Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed...
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QH: Expect 2Q20 to Be the Bottom Quarter
With strong earnings from a equity income provide an attractive dividend yield at 6%-7%. Therefore, we maintain our BUY rating with a new target...
417 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
441 Views
Political Pit Stop (March 2020): Dueling Democrats, Fall of Future Forward
We look at five recent political events/developments that could potentially impact Thai equities, namely: America's Democrat race. Biden...
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