Jardine C&C (JCNC SP): Close the Stub Trade
In my original insight on October 17, 2018 TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub , I proposed setting up a stub trade to profit...
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AALI (AALI IJ): Indonesian Biodiesel Mandate to Support CPO Price
Current price offers a good entry point, relatively strong analyst recommendation, and low earnings expectation relative to its sector Successful...
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RRG Global Macro Weekly - Slowing US Growth Risks 2019 Outlook
Russia: GDP growth in October was up 2.5% y/y, which is an improvement over the previous month’s 1.1% increase. Turkey: Turkey's annual inflation...
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Hyundai Motor Co - Entering an Ownership Abyss
Holdings in Hyundai Motor Co (005380 KS) by global emerging market funds have hit an all-time low. Once a mainstay investment for over 50% of the...
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INDO Snippets: LQ45 and IDX30 Rebalancing Impact, 3Q18 CAD, Money Changer Out Of USD
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
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