SCC (SCC TB): Conglomerate Set to Expand Petrochem Business in ASEAN
Share price is less volatile, low volatility in sales, and low volatility in earnings relative to its sector Demand in domestic cement to grow...
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Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
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Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
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Arwana Citra Mulia - Digitally Remastered - On the Ground in J-Town
A recent meeting in Jakarta with Indonesia's lowest cost and most efficient ceramic tile producer, Arwana Citramulia Tbk Pt (ARNA IJ), revealed a...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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