The Week that Was in ASEAN@Smartkarma -Â Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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Thailand Short Interest Weekly (Apr 24th): SCB X, True, CP ALL, Bumrungrad Hospital, SCC, Scb X, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in SCB X, True, CP ALL, Bumrungrad Hospital, SCC,...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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Ascendas REIT Is Now Singapore's Largest Capitalised REIT
§ Ascendas REIT has recently replaced CapitaLand Mall Trust as Singapore's largest capitalised REIT – and has been the second-best performing REIT...
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