The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
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Noble Gets a Temporary Debt Reprieve, Our View Unchanged
Noble Group's USD 2 billion borrowing base facility extension was welcome news, sending the company's share price up over 50% over the past two...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
286 Views
Noble Group: Whither From Here?
Investors' concerns regarding the sustainability of Noble Group Ltd (NOBL SP) in its current form is not unfounded. Contributory factors include...
436 Views
The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
190 Views