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...
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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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Astra International - Transformer - On the Ground in J-Town
A recent company visit with the four-strong Investor Relations team at Astra International Tbk Pt (ASII IJ) at its Sunter Headquarters revealed a...
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Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
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