India Power Sector: The End Game Has Just Begun and It Will Be Painful for Many
After the Indian judiciary denied relief to power firms from RBI’s NPA deadline, it has become much more likely that the lenders will start...
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Discover Singapore: Gallant Venture; 71% Stake in Indomobil = Mkt Cap, Other Assets for Free
Gallant Venture Ltd (GALV SP) is a Salim controlled investment holding founded in 2003 and IPO'd in '06 GALV is a commercial developer,...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Kawasan Industri Jababeka - Caught in the Headlights - On the Ground in J-Town
Kawasan Industri Jababeka Tbk Pt (KIJA IJ) is exposed to the weakening Rupiah given that two-thirds of its USD exposure through its corporate bonds...
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