Last Week in Event SPACE: NTT Docomo, Car, Sunac Services, Evergrande, Jardine Cycle, PRC Antitrust
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
348 Views
Jardine Cycle & Carriage: "Buy The Fact" On MSCI Deletion
As Jardine Cycle & Carriage (JCNC SP) is all-but a proxy into Astra International (ASII IJ), this appears a straight-forward mean reversion play.
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The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
192 Views
Astra International (ASII IJ) - An Auto-Recovery Story with a Golden Digital Twist
Astra remains one of our top picks for post-COVID-19 recovery in Indonesia, with its core auto and other businesses gaining ground. It has a rock...
341 Views
The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
194 Views