The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
​BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
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Amman Mineral International Lockup Expiry - Large Lockup Expiry, Sitting on Sizeable Profits
Amman Mineral Internasional (AMMN IJ) raised around US$714m in its Indonesia IPO, after pricing the deal at IDR1,695/share. Its eight-month lockup...
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2024 High Conviction: Junior Copper Miners
​2023 was a strong year for uranium in 2024 it could be copper's time to shine due to supply issues and the "energy transition." Consider investing...
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