The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SCC (SCC TB): Potential Beneficiary from US-China Trade War
Share price is less volatile, cheap on a PE basis, and good chance of target-price upgrade relative to its sector Plans for cement export to US...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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INDO Snippets: Lippo Group Saga, Cement Industry Consolidation
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
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Arwana Citramulia (ARNA IJ) - Nimble Tile Master - On the Ground in J-Town
I met with Arwana Citramulia (ARNA IJ) management in their Jakarta office and came away impressed with how the company is not only dealing with the...
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