(Mostly) Asia M&A: December 2019 Roundup
For the month of December, 11 new deals were discussed on Smartkarma with an overall announced deal size of ~US$27bn. Clicking on the company...
623 Views
2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
858 Views
KBANK - Lower NVDR Cap Will Lead to Passive Outflows
Last evening, the Thai NVDR company announced that the Bank of Thailand (BOT) had approved issuing NVDRs on Kasikornbank PCL (KBANK TB) up to 35%...
640 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Deficit, Slowing Staples, and Bangkok Bank
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
396 Views
Last Week in Event SPACE: Nuflare, Huaneng Renew, Sembcorp/Keppel, Bank Permata, Naspers, Aramco
Last Week in Event SPACE ... The first reaction to Murakami-san buying into both Nuflare Technology (6256 JP) and Toshiba Machine (6104 JP)...
391 Views