The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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ICTSI - 1Q18 Update -Uncertainty Hits Market Sentiment
Another quarter of lacklustre results, EPS dips by double-digit: International Container Terminal Services Inc (ICTSI) reported weak overall...
The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
114 Views
21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
141 Views
ICT: Gains from Global Trade Recovery
Low volatility in sales, share price is less volatile, and good price momentum relative to its sector Greenfield projects in Australia, Colombia...
189 Views