BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
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Cascading Takeunders for INTUCH, ADVANC, and THCOM as GULF TB Seeks To "Restructure"
This is a complicated multi-conditional deal - great for GULF bad for INTUCH - which appears to be "done" except for an inter-conditional aspect...
758 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
608 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
533 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views