DFRS Trading Idea 2017 #5 - ICTSI (ICT PM, Attractive, PHP 95)- Top Pick in the Port Sector in 2017
DFRS Trading Idea 2017 #5 - ICTSI (ICT PM, Attractive, PHP 95)- Top Pick in the Port Sector in 2017International Container Terminal Services Inc...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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International Container Terminal Services Inc. (ICTSI) - Credit Outlook: Stable | Valuation: Neutral
International Container Terminal Services Inc. (ICTSI) - Credit Outlook: Stable | Valuation: NeutralCredit positives ICTSI issued a new (USD 375m...
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The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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