The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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SCI 1Q17 Results: SMM Speculation Revives Amid Stub Downgrades
Sembcorp Industries Ltd (SCI SP) reported its first quarter results yesterday. As we expected in our earlier insight (link here), its utility...
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Jababeka Industrial Estate - Kendal Mint Cake - On the Ground in J-Town
A recent conversation with Kawasan Industri Jababeka Tbk Pt (KIJA IJ) in Jakarta revealed continuing confidence in the prospects for the company...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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