Selamat Sempurna - Filtering the World - On the Ground in J-Town
Selamat Sempurna Pt (SMSM IJ) is an underappreciated high-quality auto filter and component maker in Indonesia, with a leading market position. It...
279 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
158 Views
StubWorld - Set-Up & Unwind Extremes: Sina Corp, JCNC
This week I briefly look at the ongoing bifurcation in Sina Corp (Class A) (SINA US) vs. %-held Weibo Corp (ADR) (WB US) after its MI double down;...
265 Views
The Week that Was in ASEAN@Smartkarma - Education, Casinos and Political Shenanigans
Special Insight from Howard J Klein In How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos, Howard J Klein...
221 Views
StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
214 Views