The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Last Week In Event SPACE: Nidec/Ibiden, LG Chem, Mayne Pharma, Jardine Matheson
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
2.4k Views
Thai Pledged Shares: The Prakitchaiwattana Complex Remains Static
Pledged shares in the four key Prakitchaiwattana-held stocks, including Krungthai Card, were mostly flat in Sept vs. August. Elsewhere, recent big...
429 Views
BCP (BCP TB): Expansion Through Norwegian E&P Acquisition
Cheap on a PE basis, low correlation with Western stock markets, and low volatility in sales relative to its sector Locations and products...
433 Views
Barito Pacific Placement - Well Flagged Deal but Seems to Be Priced In
Barito Pacific Tbk Pt (BRPT IJ) plans to raise US$250m via an issuance of primary shares with detachable warrants. In addition, the company will...
313 Views