The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
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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Worthy News Stock Moving - Indonesia - 28 Aug 2019
This is my inaugural worthy-news-stock-moving note on what is in Indonesia discussing on the latest development of Kalbe Farma (KLBF IJ) on...
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Astra International (ASII IJ) - More than a Summer Breeze? - On the Ground in J-Town
A meeting with Astra International (ASII IJ) in Jakarta last week was as enlightening as always, with the company demonstrating their ability to...
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AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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