bullish
The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
292 Views09 Sep 2024 21:12
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the Philippines.
What is covered in the Full Insight:
- GoTo's Strategy: Vietnam Exit
- Aspirasi Hidup Indonesia Rebranding
- Aneka Tambang Performance & Strategy
- Pertamina Geothermal Energy Expansion
- Indonesia's Green Electricity Exports
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Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
- The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks09 Sep 2024
- Erajaya Swasembada (ERAA IJ) - Affordability Rocks05 Sep 2024
- Aspirasi Hidup Indonesia (ACES IJ) - The Ace Hardware Separation Is a Rebranding Opportunity31 Aug 2024
- Jardine Matheson (JM SP): Trading "Cheap"28 Aug 2024
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