Semen Indo - Holcim Indo M&A: Real Regulatory Risk Much Lower Than Perceived
Despite regulatory risk appearing high at first glance, we think that the likelihood of Semen Indonesia Persero Tbk (SMGR IJ) acquiring Holcim...
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The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
319 Views
INDO Snippets: Lippo Group Saga, Cement Industry Consolidation
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
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ASEAN Cement's Cast of Woes Is Brimming Over…Yet Value Is Surfacing
The cement and building materials industry in Asia, more particularly in ASEAN, has seen dramatic additions in capacity over the last decade....
457 Views
Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
602 Views