The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Bank Tabungan Pensiunan Nasional: With Fundamentals Remaining Solid, Further Upside Seen
Having revisited Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ)'s fundamentals, we believe that things are not as bad as 2017 headline numbers...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Last Week in Event SPACE – Kakao, Hopewell, Lotte, Hyosung
Last week, cryptocurrency fever undermined the Kakao Corp (035720 KS) GDR arb; Hopewell Holdings Ltd (54 HK) will be cashed up after exiting...
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