BANPU (BANPU TB): Strong Coal Prices Should Drive Earnings
Strong net profit momentum, low correlation to the Thai market, and relatively strong analyst recommendation relative to its sector Cold winter...
227 Views
The Week that Was in ASEAN@Smartkarma - Premium Services, Wisdom, and Energy
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
336 Views
Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
275 Views
ITMG: Beneficiary of Chinese Supply Cut
Relatively strong analyst recommendation, slow asset growth, and cheap on a gross profit basis relative to its sector ITMG should benefit from...
233 Views
The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
245 Views