Barito Pacific (BRPT IJ) - Into the Limelight
Barito Pacific (BRPT IJ) transformed itself from a plywood company to Indonesia's largest petrochemical company with the acquisition of a 48%...
452 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
664 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
671 Views
The Week that Was In ASEAN@Smartkarma - Malaysia Boleh, Department Stores, and Millennials
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
143 Views
Sector Capsule: Cafés/Bars in Hong Kong, China
Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...
108 Views