The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
460 Views
Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
475 Views
The Week that Was in ASEAN@Smartkarma - Ramayana, Plantations, and Thai Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
Eagle High Plantations: ‘A Return to Profits’…but Deleveraging to Be Prioritised
INVESTMENT CONCLUSION: We recently met with the IR manager of Eagle High Plantations Tbk P (BWPT IJ). The company’s message called for a return to...
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