SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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Samurai Aerosol: Your ASEAN Motorcycle Exposure - A Multi-Bagger Potential
Can one make money from spray paint business? What if there is a company that understands how to sell spray paint to the motorcycle owners? Samurai...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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DiSa: 10x Bagger by 2020?
Two Questions: -Could the SGX be the home of a Unicorn in disguise? -Can an obscure company with a current 85M USD market cap really be worth over...
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