The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Bank Central Asia (BBCA IJ) - Underlying Optimist - On the Ground in J-Town
A conversation with Bank Central Asia (BBCA IJ) management revealed a relatively positive outlook after a strong start to the year, with politics...
510 Views
All's Well That Ends Riotously / Paid Hoods Discredit Prabowo / Risks Subside / 11% Official Margin
Long-awaited demonstrations on behalf of Prabowo proved far smaller than the Gerindra chair needed -- meanwhile, police exposed how some 2,000 paid...
545 Views
GEM Positioning Monthly: Indonesian Financials, Food & Beverages, Lenovo Sentiment Reversal
Copley Fund Research analyse the holdings of long-only equity funds. This analysis is taken from our GEM research product, covering 189 global...
585 Views
Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
612 Views