MacroAsia - Some Green Shoots Amongst the Complex 2Q18 Results
Although associate income from LTP was flat YoY for the half, we are encouraged by increased utilisation of existing hanger assets, moving from...
342 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
117 Views
DEEP DIVE: Still Opportunity After the Re-Rating
MacroAsia Corp (MAC PM) is a diversified aviation services business in the Philippines with 20 years of experience in the sector. The company is...
295 Views
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...
697 Views
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...
261 Views