The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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PTTGC: Mother Injected Assets in This Petrochemical Company
Good price momentum and low volatility in earnings relative to itssector Strong 3Q17 outlook as PTTGC should run at high utilization and...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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PTTGC: Petrochemical Company Refines Operations for Efficiency
Low price volatility versus the Thai market, good price momentum, and share price is less volatile relative to its sector PTTGC is building (80%...
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Lotte Chemical Titan IPO - Valuation up 5x in 6 Years Since Privatisation
Lotte Chemical Titan Holding Berhad (TTNP MK) is raising USD1,407–1,481m in its upcoming IPO. Proceeds will be used to fund the construction of the...
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