The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
345 Views
FIRST REIT Rights Set FIRST REIT Right. Right On.
FIRST REIT's has been crushed, then crushed again, then again. COVID created declining discretionary hospital usage putting operator tenants in...
669 Views
The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
403 Views
OUE Commercial REIT 4% Bonds - Neutral
OUE Commercial REIT (OUECT SP) issued a S$100mn 5-year bond at a yield of 4% yesterday. This Insight is a short note presenting our thoughts on...
537 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
473 Views