StubWorld: Amorepacific Is "Cheap", Again; Kingboard Cleans House
This week in StubWorld ... Amorepacific Group (002790 KS)'s discount to NAV veers towards its one-year wide level, however newsflow, liquidity...
678 Views
The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views
Medco's "Okay" Offer For Ophir After Fortuna Setback
On 30th January 2019, Indonesian oil and gas company Medco Energi Internasional T (MEDC IJ) announced an agreement to acquire Ophir Energy (OPHR...
416 Views
The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
429 Views
PTT (PTT TB): Planned Listing of Retail Business in 2019
Good chance of target-price upgrade, good cost management, and good core profit return relative to its sector Thailand’s largest energy group is...
454 Views