The Week that Was in ASEAN@Smartkarma - Ace Hardware, Thai Retail, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
572 Views
Indonesian Banks: A Quantamental Approach.
Indonesian banks seem to be all the rage with international fund managers as pointed out by Steven Holden in a recent fund flow analysis GEM...
593 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
Bank Danamon – A Shift Toward Lower Returns
The risk to Bank Danamon Indonesia (BDMN IJ) after the Mitsubishi Ufj Financial (8306 JP) take-over may be most clear when looking at peer bank...
599 Views
Last Week in Event SPACE: Yahoo Japan, Chiyoda, Nexon, AHG, Misawa, Harbin Elect, Advanced Disposal
Last Week in Event SPACE ... The explanation in the Yahoo Japan (4689 JP)'s announcement document for WHY the transaction is occurring is...
697 Views