The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
TOWR IJ Placement - Stock Has Had a Good Run but past Deals Haven't Been Great
An undisclosed vendor along with JPM plan to raise around US$200m via selling a 5.5% stake in Sarana Menara Nusantara (TOWR IJ).We had covered the...
680 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k 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...
474 Views
The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
441 Views