ASEAN Cement's Cast of Woes Is Brimming Over…Yet Value Is Surfacing
The cement and building materials industry in Asia, more particularly in ASEAN, has seen dramatic additions in capacity over the last decade....
463 Views
Arwana Citramulia (ARNA IJ) - Cementing Its Recovery - On the Ground in J-Town
A meeting with Arwana Citramulia Tbk Pt (ARNA IJ) at the company’s Puri Indah headquarters in Jakarta on the day of its 1H18 results revealed a...
569 Views
Snippets #11: DTAC Says No to 1800MHz?!?
DTAC refuses to bid. Now What? Last Friday, one of the craziest things happened in Thai telecom history. Much like the time CAT managed to block a...
169 Views
First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
149 Views
AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
325 Views