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Indorama Ventures (IVL TB)
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Thailand
Indorama Ventures PCL manufactures and distributes polyethylene terephthalate ("PET"), purified terephthalic acid ("PTA") and related products, polyester fibers and yarns, and wool products.
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bullish
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Cross Asset Strategy
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26 Aug 2019 11:57
The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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364 Views
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bearish
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Thematic (Sector/Industry)
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24 Apr 2019 14:03
Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
Bucephalus Research Partnership
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495 Views
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bearish
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Thematic (Sector/Industry)
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23 Apr 2019 18:32
Using BORUC to Pick Asian Value Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, the Bucephalus Operating Return on Utilised Capital, to reveal the...
Bucephalus Research Partnership
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351 Views
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bullish
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Cross Asset Strategy
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21 Jan 2019 18:16
The Week that Was in ASEAN@Smartkarma - Asia's Time, Indo Mini-Marts, and Singapore Property Woes
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
Angus Mackintosh
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434 Views
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bullish
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Thematic (Sector/Industry)
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30 May 2018 12:59
Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
Thomas Yi
205 Views
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