The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
492 Views
Semen Indo - Holcim Indo M&A: Real Regulatory Risk Much Lower Than Perceived
Despite regulatory risk appearing high at first glance, we think that the likelihood of Semen Indonesia Persero Tbk (SMGR IJ) acquiring Holcim...
499 Views
The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
412 Views
ASEAN Cement's Cast of Woes Is Brimming Over…Yet Value Is Surfacing
The cement and building materials industry in Asia, more particularly in ASEAN, has seen dramatic additions in capacity over the last decade....
545 Views
Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
722 Views