The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
321 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
OUE Ltd. - Bonds Not Joining the Party
We rate the OUE Ltd (OUE SP) SGD bond due 2023 "Hold" at current levels, although they have not participated meaningfully in the recent rally in...
489 Views
Lippo Karawaci (LPKR IJ) - Green Shoots Ahead?
A meeting with Lippo Karawaci (LPKR IJ) management in Jakarta recently revealed a company with more focus on its core property business and the...
496 Views
Siloam International Hospital (SILO IJ) - Medical Marvel - On the Ground in J-Town
A conversation with Siloam International Hospital (SILO IJ) management revealed continuing improvements in the company’s profitability, as it slows...
662 Views