The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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SCI 1Q17 Results: SMM Speculation Revives Amid Stub Downgrades
Sembcorp Industries Ltd (SCI SP) reported its first quarter results yesterday. As we expected in our earlier insight (link here), its utility...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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SMM 1Q17: Sank to A Loss, Yet to See Lights at the End of the Tunnel
Sembcorp Marine Ltd (SMM SP) reported disappointing results yesterday. It is significantly below what the street was expecting. In this insight, I...
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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...
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