The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
637 Views
StubWorld: Extreme Bifurcations in Orion Holdings And JCNC
This week in StubWorld ... For what is essentially a simple single stock Holdco structure, Orion Holdings (001800 KS)'s near-on 60% discount to...
742 Views
TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub
Volatility has spiked, markets in Asia and around the world have fallen and the talking heads continue to chatter about where markets are heading....
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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....
436 Views