The Week That Was in ASEAN@Smartkarma - Indocement, Indonesia Chemicals, and Thai Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
452 Views
Chandra Asri (TPIA): Take Your Profit and Go!
Chandra Asri Petrochemical (TPIA IJ) , a subsidiary of Barito Pacific (BRPT IJ) , has witnessed its share price almost doubled in the past 12...
574 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views
Barito Pacific (BRPT IJ) - Into the Limelight
Barito Pacific (BRPT IJ) transformed itself from a plywood company to Indonesia's largest petrochemical company with the acquisition of a 48%...
581 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
767 Views