The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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Major Cineplex : Core FCF Yield of 8.5% , Deleveraging and Dividend Payout Increase on the Cards ?
Major Cineplex Group (MAJOR TB) is quickly becoming a stock that dividend junkies could start to look at more closely. 1) With an 8.5% FCF yield (...
705 Views
Thai Media Spotlight: New Entrants and Departures
Some interesting developments in Thai media industry we highlight in this review: Shorter product cycles for JKN. The content provider has lost...
504 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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