Chiyoda – COVID Uncertainty Continues to Dog Qatar Order
Chiyoda results were mediocre but are unlikely to drive the stock as the key swing factor remains Qatar. The company expects an FID in 2H.
266 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...
211 Views
AKR Corporindo (AKRA IJ) - Great Omnibus Expectations
AKR Corporindo is a key proxy for Indonesia's economic recovery and a play on the potential pick-up in foreign investment on the back of the...
243 Views
Chiyoda – Earnings Structure Improves but Qatar Delayed
Chiyoda’s 1Q was relatively quiet as gross margins recovered and cost control was strong. All attention will remain on the timing of the FID from...
281 Views
Nikola – Grid Balancing, Hydrogen and Vertical Integration
Nikola Corporation Executive Chairman Trevor Milton has been doing the rounds with social media interviews and recently spoke to noted Tesla...
459 Views