The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Olam International: Cocoa Against COVID
We initiate our coverage of Olam International (OLAM SP) (Olam), a leading global food and agri-business with >30 years of track record,...
544 Views
Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
329 Views
Smartkarma Originals
Insider Diagnostics: A Repository of Short-Sell Target Asian Companies & Associated Key Insiders
In this Original, we have created a repository of Asian companies and associated key insiders targeted by prominent short-sellers, over the last...
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Asia HY Trade Recommendations - May 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of May includes a summary of our recommendations. The report also features relative-value...
285 Views