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...
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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...
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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...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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