StubWorld: Jardine Cycle/Astra, Neowiz Holdings/Games
The sentiment for Indonesian autos is upbeat. But I would not go long ASII/Short JCNC here. I think a more credible NAV discount for JCNC is ~20%....
464 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
377 Views
Last Week in Event SPACE: Shinsei Bank, Huifu Payment, Vedanta, Cardinal Resources, Jih Sun Finance
The weekend is upon us - pour yourself some coffee (or mulled wine) and sift through a brief summary of insights on various events discussed during...
418 Views
Overview of My Winners and Losers in 2020...And 5 High Conviction Ideas Going into 2021
Looking back at our 2020 favorite picks shows good performance across the board except for Procurri which declined over 40%. We also highlight 5...
1.2k Views
StubWorld: Jardine Cycle & Carriage - Back To MSCI Deletion Levels
The MSCI deletion is now done. The sentiment for Indonesian autos is upbeat, and Astra is back to February levels. Investors should be buying JCNC...
785 Views