The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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WHA: Expect Solid HOH Recovery of Profit in 2H20
We came out from WHA’s analyst meeting yesterday with positive tone as we anticipate a HOH improvement in 2H20 earnings after the slowdown period...
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Last Week in Event SPACE: Infigen, Huadian Fuxin, Melco, Evergrande, Hitachi, Sing Air, DP World
Last Week in Event SPACE ... The Infigen Energy (IFN AU) deal is effectively unconditional as long as there are no major conditions breached,...
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SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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WHA: Await for Earnings Recovery in 4Q20
Concern over the escalating global trade dispute and pandemic has pressured the company’s land sales and utility dispatch in 1H20. However, we...
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