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SM Investments (SM PM)
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101
Analysis
Industrials
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Philippines
SM Investments Corporation is an investment holding company. The Company operates retail business and develops shopping mall and other real estate property. The Company also provides tourism services.
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bullish
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Thematic (Sector/Industry)
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23 Mar 2017 10:43
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
Drewry Maritime Financial Research
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2.5k Views
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bearish
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Thematic (Sector/Industry)
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22 Mar 2017 13:00
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
Drewry Maritime Financial Research
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250 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2017 11:01
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
Charles De Trenck
198 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2017 11:06
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
Drewry Maritime Financial Research
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806 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 22:08
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...
Angus Mackintosh
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693 Views
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