The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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AKR Corporindo (AKRA IJ) - Freeport Smelter a Boon for JIIPE
AKR Corporindo (AKRA IJ) remains one of the few good quality industrial plays in Indonesia through its chemical and fuel distribution business plus...
384 Views
Yokogawa Electric 6841 JP): Weak Share Price & Rebounding Oil Prices Create Opportunity
Well positioned to benefit from renewed investment in oil and gas as the economy recovers and prices rise. Projected valuations attractive. 40%...
282 Views
Japan Hydrogen Plays
As interest continues to build in Japan's hydrogen economy plans it is still difficult to identify attractive thematic plays on the idea... except...
332 Views
Chiyoda – Qatar Comes Through
Chiyoda's win of a massive $13bn LNG train order from Qatar significantly strengthens the long-term outlook as it could snowball into effective...
227 Views