China FDI Surges / 2Q GDP Coasts / EU Plans New CPO Hurdle / Oil Spill, Blackout = SOE[rry] Tale
GDP growth was 5.05 percent yoy in 2Q19, with low fixed-capital formation offsetting reasonably strong household consumption. Prospects exist for...
432 Views
Astra International (ASII IJ) - More than a Summer Breeze? - On the Ground in J-Town
A meeting with Astra International (ASII IJ) in Jakarta last week was as enlightening as always, with the company demonstrating their ability to...
445 Views
AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
706 Views
Golden Agri: El Nino Back on the Front Burner; Bullish Catalyst for GAR
INVESTMENT VIEW:The Australian Bureau of Meteorology raised its ENSO Outlook back to El Nino ALERT from WATCH, which is linked to regional...
560 Views
The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
780 Views