ITMG: Double-Digit Dividend Yield in Indonesian Coal
Low debt levels, good price momentum, and relatively strong analyst recommendation relative to its sector Synergies with recently acquired PT...
125 Views
Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
156 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
328 Views
ITMG: Beneficiary of Chinese Supply Cut
Relatively strong analyst recommendation, slow asset growth, and cheap on a gross profit basis relative to its sector ITMG should benefit from...
185 Views
BANPU: On Track to Become a Diversified Energy Player
Strong net profit momentum, sales on an upcycle trend, and lowvolatility in sales relative to its sector Executing on its strategy to go from a...
199 Views