The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
344 Views
StubWorld: Fitch/Moody's Downgrades Further Propel JCNC's Implied Stub
Fitch's, Moody's and MSCI's Indo conclusions are a material overhang. I'd still be reluctant to reverse the stub, as Asta underperforms (down 14%...
223 Views
StubWorld: JCNC's "Outperformance" As MSCI Flags Indo's Investability Issues
MSCI's review is a material overhang. Yet, even absent this index review fallout, I'd expect JCNC to benefit from an ongoing business review...
638 Views
Malaysia Airports (MAHB MK): IFA Says NOT Fair, But Reasonable; And To Accept Terms
A "not fair, but reasonable" conclusion has generally not proven to be an impediment to securing shareholder support. If late-Jan payment, trading...
817 Views
JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
523 Views