The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
288 Views
Astra International (ASII IJ) - Simmering Recovery Afoot
Astra International (ASII IJ) just released 1H2020 results with a revenue decline of -23% but a net profit increase of +16% helped by the...
351 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
257 Views
StubWorld: JCNC Now Even Cheaper
This week in StubWorld ... Jardine Cycle & Carriage (JCNC SP) was trading cheap on a NAV and stub basis this time last month (StubWorld:...
580 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
337 Views