The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Bursa Short Interest Weekly (May 1st): Inari Amertron, UEM Sunrise, Public Bank, Ekovest
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Inari Amertron, UEM Sunrise, Public...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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