The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
369 Views
Jardine Matheson (JM SP): Reloading The Buyback?
Given JMH's strong underlying performance and discount to NAV, another round of buybacks is feasible. Especially given management was consistently...
573 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views
Astra International (ASII IJ) - Rock Solid
Astra International remains a top pick for the economic recovery in Indonesia plus the company continues to look for investment opportunities to...
375 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
352 Views