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Indofood Sukses Makmur Tbk P (INDF IJ)
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137
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Consumer Staples
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Indonesia
PT Indofood Sukses Makmur Tbk and its subsidiaries manufacture instant noodles, wheat flour, baby food, food seasonings, coffee, cooking oil, and snacks.
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bearish
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First Pacific Co
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29 May 2019 09:33
TRADE IDEA - First Pacific (142 HK) Stub: Parent Pops, Close the Trade
The old Asian holding company trades are still going strong - producing annualized returns in excess of 20% in many cases. This particular trade is...
Curtis Lehnert
661 Views
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bullish
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Cross Asset Strategy
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29 Apr 2019 18:09
The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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472 Views
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bullish
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Renault SA
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28 Apr 2019 07:08
Last Week in Event SPACE: Nissan/Renault, NTT/Doco, Ayala, Yungtay, AHG, Kosaido, SK Hynix, Anadarko
Last Week in Event SPACE ... Mangalores lurk as Renault SA (RNO FP)'s Senard bares his fangs and Nissan Motor (7201 JP)'s Saikawa said Nissan's...
David Blennerhassett
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549 Views
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bullish
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First Pacific Co
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22 Apr 2019 09:58
TRADE IDEA - First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
Curtis Lehnert
528 Views
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bullish
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Bank of Kyoto
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17 Apr 2019 13:11
StubWorld: Bank of Kyoto's NAV Discount At Multi-Year Low
This week in StubWorld ... Top up profit or policy cross-holding focus? Either way, Bank Of Kyoto (8369 JP)'s discount to NAV is now at a level...
David Blennerhassett
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815 Views
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