The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
357 Views
The Week that Was in ASEAN@Smartkarma - Hypermarkets, Telcos, and Taxis
This week in ASEAN@Smartkarma sees an eclectic mix of bottom up, top down, and thematic insights across the region. I would also add one...
218 Views
Blue Bird Group - Hailing at the Kerb, at the Mall and Online - On the Ground in J-Town
A recent meeting with Blue Bird Tbk Pt (BIRD IJ) confirmed a positive view, with its transformation program still continuing apace, with the key...
325 Views
Blue Bird - Floating Higher on Transformation - On the Ground on J-Town
I traveled to the Blue Bird Tbk Pt (BIRD IJ) office on a GO-JEK (motorcycle taxi) to avoid the morning traffic but had a longer and more colorful...
385 Views
SGX's MOE Sector Sustains 4Q16 Momentum into 2017
§ The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
1.2k Views