The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
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Thai Beverage (THBEV SP) - Increasingly Streamlined SEA F&B Play
Thai Bev deserves to trade on a higher multiple given its pure-play status and a succession of recent restructurings including Serm Suk, Oishi...
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Arwana Citramulia (ARNA IJ) - Top Notch Industrial with a Catalyst
Arwana continues to expand its capacity into higher-margin porcelain tiles, which will help to drive future growth and profitability. Valuations...
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Biden Leaves Presidential Race, Endorses VP Harris; Contest to Tighten if Dems Unite
President Biden drops out, endorses VP Harris as Dem nominee. Latest polls showed Harris less behind Trump. Harris (if nominated) likely to pick...
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Singapore: Signs of 'Dutch Disease' as Cyclical NODX Slumps Amid Property Surge
Productivity declined 1%YoY (avg) over last 8 quarters, as RGDP depended on 4.9%YoY employment growth. RGDP likely to grow 2% in 2024, reflecting...
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