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...
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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...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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ICTSI 2Q17 - Conservative Approach to Portfolio Expansion
A mixed bag of results: International Container Terminal Services Inc (ICTSI) reported a set of 2Q17 earnings that were ahead of our projections,...
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ICT: World Economy and New Ports Lift Dock Operator
Good price momentum, good growth in core profit, and cheap on acore profit basis relative to its sector Organic volume growth could be sustained...
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