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...
299 Views
Jababeka Industrial Estate - Kendal Mint Cake - On the Ground in J-Town
A recent conversation with Kawasan Industri Jababeka Tbk Pt (KIJA IJ) in Jakarta revealed continuing confidence in the prospects for the company...
322 Views
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...
697 Views
The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
275 Views
SCI 4Q16: India Utilities Hit, Over-Optimism for Stub
We warned of an under-appreciated risk on SCI's utility business in our earlier insight: SCI Into 2017: Utilities’ Risk Under-Appreciated, Stub...
279 Views