The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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StubWorld - Set-Up & Unwind Extremes (21 July 2017)
This week I briefly look at recent bifurcations in Great Eagle Holdings Ltd (41 HK), IMAX Corp (IMAX US), Macau gaming plays ( MGM Resorts...
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BRPT: Capacity Gains a Market Share Chain Reaction
Cheap on a gross profit basis, improving asset turnover, and good pricemomentum relative to its sector Following a number of successful mergers,...
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Lotte Chemical Titan IPO - Valuation Sensitivity Analysis
Below is a sensitivity analysis for Titan's valuation. Titan's proposed RM8 based MC ₩5,182bil seems to be standing at about 30% discount to the...
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The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
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