Last Week in Event SPACE: Line/Z Holdings, AOF, Alibaba, Kingsoft, Aramco, Cathay, Toshiba
Last Week in Event SPACE ... The goal of the shocker story of LINE Corp (3938 JP) and Z Holdings (4689 JP) (formerly Yahoo Japan) merging, may...
529 Views
TRACKING TRAFFIC/Chinese Tourism: Hong Kong's Growth Slows on Protests
Tracking Traffic/Chinese Tourism is the hub for our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism features...
575 Views
AGM SATS: High Quality Company Continues Growth Trajectory Via M&A as 1 Billion SGD Budget Announced
We attended the AGM of Sats Ltd (SATS SP) in Marina Mandarin hotel. Shares are up 16% YTD and have more than doubled over the last five years.Going...
674 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
690 Views
Last Week in Event SPACE: Chiyoda, Bandai, Unizo, Ascendas, Villa World, Avon, SIA Engineering
Last Week in Event SPACE ... As expected, Chiyoda Corp (6366 JP) is out of the Nikkei. Unexpectedly, Bandai Namco Holdings (7832 JP) is the...
849 Views