The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SMC Pursues A Ready-Mixed Fortune With Holcim
First rumoured back in late January - although arguably the sale was in the cross-hairs after LafargeHolcim Ltd (LHN SW) divested Holcim Indonesia...
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ASEAN Cement's Cast of Woes Is Brimming Over…Yet Value Is Surfacing
The cement and building materials industry in Asia, more particularly in ASEAN, has seen dramatic additions in capacity over the last decade....
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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Cemex Philippines IPO:Â Sound Industry Fundamentals, But Limited Upside
Cemex Holdings Philippines recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, Cemex...
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