The Week that Was in ASEAN@Smartkarma - Education, Casinos and Political Shenanigans
Special Insight from Howard J Klein In How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos, Howard J Klein...
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StubWorld - Set-Up & Unwind Extremes: Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
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Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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United Tractors: Leveraged Coal Play with Good Corporate Governance Track Record
A conference call with the IR of United Tractors Tbk Pt (UNTR IJ) reveals a strong rebound in Komatsu sales volume (74% YoY in 8M17), thanks to...
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