The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
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Signs of Irrational Exuberance as Rowsley Transforms into Thomson Medical
Rowsley Ltd (ROWS SP) announced that earlier in July that it will be buying Sasteria, the company that holds Thomson Medical. On 18th December, the...
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Aussie Healthcare Daily: 7 Dec 2017
The Aussie Healthcare Daily is a summary of major news and announcements from ASX-listed healthcare companies as well as developments and trends in...
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Sluggish Revenue Growth With New Capacity Coming
Raffles Medical Group Ltd (RFMD SP) 's Q2 2017 results were similar to Q1's and point to continued challenges in 2017/2018 as the company...
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RHT Health Trust (RHT SP): Is India Focused Business Trust on KKR Shopping List?
Earlier this year Crispin Francis wrote about RHT Health Trust (RHT SP) and the potential privatization angle at the business trust.Please read:...
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