PTBA (PTBA IJ): Can Benefit from Selling Mainly to the Local Market
Good gross profit return, improving operating profit, and good chance of target-price upgrade relative to its sector Coal prices should be...
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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
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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PTBA (PTBA IJ): Strong Fundamentals at Indonesian Coal Miner
Strong net profit momentum, improving operating profit, and low debt levels relative to its sector Coal prices should be supported by China’s...
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Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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