The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
319 Views
Jardine Matheson (JM SP): Fast Food Junked
JMH looks set to further boost its cash coffers raising the prospect of further buybacks. And this is the Keswick's end game - chip away at...
522 Views
HSCI Index Rebalance & Stock Connect: Inclusions & Exclusions
There are 36 inclusions/ 29 exclusions for the Hang Seng Composite Index. 9 stocks will be deleted from the Stock Connect Buy list & there are a...
500 Views
Greatview Aspetic- Good Growth Outlook but Falling Margins = Fairly Valued.
Greatview Aspetic has a strong value proposition and a good growth outlook, but growth will come from international markets, which means margins...
316 Views
Greatview Aseptic Buy Dip Bet to Challenge Overhead Barrier
Greatview sets up a long on a better pullback to the lower 3 zone to challenge and clear intermediate hurdles (4.10) that would open the way to...
206 Views