Last Week in Event SPACE: Sembcorp Marine, AusNet, Shinsei Bank, MMC Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
382 Views
Bank Negara Indonesia (BBNI IJ) - Revealing a New Digital Skin
Bank Negara Indonesia (BBNI IJ) has tended to be the laggard amongst the top four Indonesia banks but with a new management team and a more dynamic...
459 Views
Bank Rakyat Indonesia (BBRI) Rights-Related Selldown Basically Done
BBRI has fallen sharply since the Rights Offer was launched. A decent part of the technical pressure on shares from the offering should be...
295 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
167 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
137 Views