KL - SG HSR: Repositioning
HSR KL SingaporeJust a few days after saying that the HSR project between KL and Singapore is canceled, current Malaysia PM has re-clarified his...
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HAP (HAP MK): Leverages Credit Financing and Sale of Logistics Arm
Good price momentum, relatively strong analyst recommendation, andlow correlation with western stock markets relative to its sector The company’s...
238 Views
The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
376 Views
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
276 Views