PLANB: Expect Net Loss in 2Q20 to Be Bottom of This Year
We came out from conference call with the management on 10th August with slightly positive tone given the management view toward recovery in...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
441 Views
PLANB: Pandemic Hit Earning Hard but Long-Term Growth Remain Solid
We trim down PLANB’s earnings in 2020E by 61% as a result of impact from the pandemic outbreak, which dilute overall advertising budget expenditure...
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SET50 Rebalance Preview: Early Bird Special
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
499 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views