Indofood (ICBP IJ) - Big Daddy of Branded Food in Indonesia; Proxy for Consumer Food Spend
Indofood Cbp Sukses Makmur T (ICBP IJ) is the largest packaged food producer in Indonesia with a wide portfolio of brands across food categories....
585 Views
(Mostly) Asia M&A: June 2019 Roundup
For the month of June, 8 new deals were discussed on Smartkarma with an overall announced deal size of ~US$165bn, US$150bn of which relates to the...
525 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) with a 5.33% return on gross notional over roughly six months, equating to...
545 Views
Last Week in Event SPACE: Huatai Securities, Hanjin Kal, Vocus, Cocokara, Ruralco, SKC, United Tech
Last Week in Event SPACE ... The Huatai Securities Co Ltd (A) (601688 CH) GDR is the one single trade that everyone is looking at. Death and taxes...
596 Views
(Mostly) Asia M&A: May 2019 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8.4bn. Clicking on the company name in...
748 Views