Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
911 Views
STI: Solid Groundwork Laid for an Attractive Investment
We initiate coverage on STI with a BUY recommendation based on a target price of Bt10.10, implying an upside of 29% from the current price. We...
459 Views
Asahi Group Placement Tracker - No Signs of a Placement Even Though Net Debt to EBITDA Is at 8.2x
Asahi Group Holdings (2502 JP) reported its 2Q20 results today. Along with its results it also provided updates on its recently completed Carlton...
520 Views
Thai Beverage (THBEV SP) - It's Time to Bring Out the Beer Please
Thai Beverage (THBEV SP) has seen some impact from COVID-19 this year both as a result of lockdowns and the closure of entertainment...
675 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Election, Thai Hospitals, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
452 Views