PT Vale Indonesia: Consensus Looks Too Conservative - Trading Buy
INVESTMENT CONCLUSION: We recommend Buying Vale Indonesia Tbk (INCO IJ) shares with a price target of Rp.4,500/sh. INCO is a beneficiary of...
321 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
536 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
467 Views
Lynas (LYC AU): Wesfarmers’ Unattractive Bid
Wesfarmers Ltd (WES AU) launched a conditional, non-binding indicative proposal for Lynas Corp Ltd (LYC AU), one of the world’s only rare earths...
606 Views
Weekly Oil Views: Crude Rallies to Four-Month High but Lacks Staying Power
Tightening supply fundamentals are starting to take centre-stage in the oil market, and briefly sent crude to a four-month high last week. But just...
435 Views