Japfa Comfeed: Attractively-Valued Agriculture Play
Conference call with the IR of Japfa Comfeed Indonesia Tbk Pt (JPFA IJ) reveals that the company is a play on growing protein consumption in...
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IPO Radar: B-WORK, A True Office REIT....Yeah, That'll Work :)
We checked out True Corp's new office REIT IPO called B-Work after the underwriter Bangkok Bank. So basically, this REIT manages the two True...
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Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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