Last Week in Event SPACE - Mirae, Softbank, NTT Docomo, Kakao, A/H Shares
Last week, Mirae Asset Daewoo Securities Co Ltd (006800 KS)'s rights and arb opportunities; IPO'ing its mobile unit will provide a better...
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Bank Mandiri - Feeling the Pulse - On the Ground in J-Town
A recent company visit to Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed that corporate loan growth is focused on the top 20 companies,...
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StubWorld - Set-Up & Unwind Extremes: Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
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SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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