Astra International (ASII IJ) - Rock Solid
Astra International remains a top pick for the economic recovery in Indonesia plus the company continues to look for investment opportunities to...
227 Views
CK Infra (1038 HK): London Calling
CKI announced it is considering a second listing on an overseas exchange such as London. But a dual primary listing, or a secondary listing? The...
318 Views
Jardines Bumps JCNC Stake Post MSCI Deletion
Jardine Matheson clears 83% in JCNC, up from ~78% at the beginning of the year. I see JCNC's NAV PREMIUM at 17%, down from a recent high of 29%....
798 Views
Hong Kong Property: In Need Of A Good Story
Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...
190 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
275 Views