Indonesia Property - E-Commerce Saving the Day - On the Ground in J -Town
Indonesia Property - E-commerce saving the day An audience in Jakarta with the Head of Research at Jones Lang Lasalle Indonesia, James Taylor,...
307 Views
Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
222 Views
The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
180 Views
Sathorn Series B: KBANK Goes to Indonesia
KBANK announced the acquisition of a 10% stake in Indonesia’s Maspion bank, sending its stock soaring above Bt200/sh resistance level for the first...
346 Views
EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
158 Views