The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
361 Views
Arwana Citramulia (ARNA IJ) - Cementing Its Recovery - On the Ground in J-Town
A meeting with Arwana Citramulia Tbk Pt (ARNA IJ) at the company’s Puri Indah headquarters in Jakarta on the day of its 1H18 results revealed a...
558 Views
Kawasan Industri Jababeka - Caught in the Headlights - On the Ground in J-Town
Kawasan Industri Jababeka Tbk Pt (KIJA IJ) is exposed to the weakening Rupiah given that two-thirds of its USD exposure through its corporate bonds...
204 Views
Arwana Citramulia - Riding the Sumatran Tiger - On the Ground in J-Town
An update with the management of Arwana Citramulia Tbk Pt (ARNA IJ) confirmed a continuation of the positive momentum established in 3Q17, with...
235 Views
ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
338 Views