Genting Malaysia Strategic Bull with Tactical Challenges
Genting Malaysia's macro posture remains bullish after the key breakout above 4.50/60 which will act as the bull/bear line going forward. MT buy...
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The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
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Genting Malaysia (GENM MK): Site Visit to Resorts World Genting; Can the Rally in Its Shares Last?
Visited Resorts World Genting which attracts 20 million visitors per year Resorts World Genting was originally constructed in 1965 and is owned by...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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