Leong Hup IPO Preview: A Game of Chicken
Leong Hup International (LEHUP MK) is one of the largest producers of poultry, eggs and livestock feeds in Southeast Asia. After an unusually quite...
750 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
474 Views
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
289 Views
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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