Liquidity-themed Consumer Sector Index Posts 10% YTD Gain
The FTSE ST Consumer Goods & Services Liquid 20 Index comprises the 20 most liquid Consumer Goods & Services stocks within the FTSE ST...
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The Week that Was in ASEAN@Smartkarma - Elections, Inflation, and Indonesian Retail Therapy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
316 Views
Wilmar: China Listing at ~20x Might Prove Too Optimistic.
INVESTMENT VIEW: Management sounded confident that they could list its China operations at ~20x PER and unlock value in Wilmar International (WIL...
533 Views
Resource Export Earnings Repatriated / Sulawesi Flood / BTP Free / Tax IT / MRT / Electoral Agencies
Politics: Corruption moved to the fore of campaign sparring, as National Mandate Party (Pan) founder Amien Rais accused President Joko Widodo of...
442 Views
Golden Agri: Reduced Risk of El Niño Pushes Out CPO Price Recovery into 2020
INVESTMENT VIEW:The Australian Bureau of Meteorology has just downgraded its risk of El Niño from ‘Alert’ to ‘Watch’, and as a result, we temper...
500 Views