The Stocks to Own in ASEAN – Vol. 36
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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New Call Warrants on A-REIT and MCT listed on 27 May
Issued by Macquarie Bank, the Call Warrants on Ascendas REIT (A-REIT) and Mapletree Commercial Trust (MCT) have an exercise price of $3.50 and...
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Indo Strategy: What If EM Contagion Unravels?
In times of fluid Rupiah situation like now, we take Rupiah as the leading indicator over stock market, not the other way around. Stabilizing...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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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...
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