ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
433 Views
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...
157 Views
StubWorld: Sembcorp's Lifeline To Marine Blurs Parent Ops
This week in StubWorld ... A five-year subordinated loan of S$2bn from Sembcorp Industries (SCI SP) will strengthen Sembcorp Marine (SMM SP), but...
518 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
AGM Moya: Indonesian Water Story on Track to Grow in FY19; Trading at 1/3rd of Replacement Cost
On 26/4/19 I attended the Moya Holdings Asia (MHAL SP) AGM in Singapore. The AGM was attended by at least 60 shareholders who queried management on...
416 Views