2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
858 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
820 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Deficit, Slowing Staples, and Bangkok Bank
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
396 Views
Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP) and Toshiba Machine (6104 JP)...
391 Views
Bangkok Bank To Buy Permata Means a Medium-Term Floor
Yesterday near the end of the Thai trading day, Bangkok Bank Public (BBL TB) released an announcement that it had agreed to buy the 89.12% of Bank...
538 Views