DOHOME: Solid SSSG Drove 3Q20 Earnings to Grow YoY
We expect 4Q20 earnings performance to grow YoY, but flat QoQ driven by government stimulus scheme and improving margin from higher retail sales...
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HMPRO: Expect Government Stimulus Scheme Drive 4Q20 Recover QoQ
We expect 4Q20 performance to improve QoQ driven by Government stimulus scheme (Shop Dee Mee Kuen) and Margin expansion from better cost control...
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Mr D.I.Y. Group IPO: Valuation Insights
Converge ICT Solutions Inc (ITC PM) is the only major pure-play fixed broadband provider, with an exclusive focus on serving the Philippine fixed...
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Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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The Week that Was in ASEAN@Smartkarma - Unicorns & Super Apps, SCG Packaging, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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