The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
Starhub (STH): Pay TV Singapore
As one of the country equipped with high speed internet, Singaporean have enjoyed the benefit of being able to watch TV in their mobile gadgets (...
627 Views
IQ Q1 Review: Flat Ad Sales; Decelerating Membership Growth Due to Slow Macro and Content Scrutiny
Last Thursday after market closed, IQ reported doubling operating losses in Q1 YoY amid new subscriber and ARPU growth deceleration and lack of...
633 Views
CyberAgent (4751 JP) 2Q Earnings Update: AbemaTV Continues to Impress
Cyberagent Inc (4751 JP) reported 2Q FY09/19 financial results on Wednesday (24th April). CyberAgent reported revenue of ÂĄ117.3bn (+7% YoY) and OP...
601 Views
U.S. Equity Strategy:Â Positive Outlook Intact; Cyclicals Leading; Opportunities in Tech Sector
The market’s bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time...
388 Views