VGI Global Media Placement: High Growth Monopoly with Good Returns from Past Deals
VGI's main shareholder BTS is selling USD 129 million worth of shares post market close today. In this insight, we will provide quick thoughts on...
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The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #22: New Transit Ad Giant, Duty Free Rivalry
Five interesting news flow/development during this period: New regulations proposals. The BOT recently discussed measures to rein in overly...
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The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Surya Citra Media (SCMA IJ) - Digital Revolution in the Spring - On the Ground in J-Town
A meeting Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta found management in a relatively ebullient mood. The share price performance has been...
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