The Week that Was in ASEAN@Smartkarma - Indonesia's Elections, Floor Tiles, and Smartphones
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Discover Singapore: Alliance Mineral; Supplies High Quality Lithium to EV; Buy at 2x 2020 EV/EBITDA
Alliance Mineral Assets (AMS SP) is a dual-listed (SGX/ASX) lithium producer in Australia. Last year the company saw its share price fall by 61%...
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No-Moat Mineral Resources in Scheme to Buy Atlas Iron; No Change to Our AUD 12.30 FVE
Mineral Resources Ltd (MIN AU) has announced an intended merger with iron ore miner Atlas Iron Ltd (AGO AU) via a scheme of arrangement....
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AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
525 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
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