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;...
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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...
207 Views
Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
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Wijaya Karya: A Leading Infrastructure Contractor
Wijaya Karya Persero Tbk Pt (WIKA IJ) has proven that it can win high profile infrastructure projects (Jakarta-Bandung High Speed Railway more...
159 Views
United Tractors: Leveraged Coal Play with Good Corporate Governance Track Record
A conference call with the IR of United Tractors Tbk Pt (UNTR IJ) reveals a strong rebound in Komatsu sales volume (74% YoY in 8M17), thanks to...
216 Views