The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
485 Views
IVL: Insignificant Impact from Plastic Banning
We believe an issue on banning of single-use plastics will push only a short-term negative sentiment on IVL, whereas the worst case impact would be...
411 Views
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...
357 Views
IVL: World-Class Company with Potential for More Growth
We initiate coverage of IVL with a BUY rating and a 1H20E target price of Bt47.50, derived from 13.5xPE’1H20, which is the world Materials Sector...
448 Views
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...
492 Views