Guoco (53 HK): Now Even A Deeper Value Play
I like Guoco here either as a potential privatisation play, or simply as a deep value play. I see the implied stub - net of all the key listcos -...
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Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
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Guoco (53 HK): Still Deep Value. Still Illiquid
Guoco remains a potential privatisation play; and/or a deep value play. I see the implied stub - net of the key listcos - around a decade low. The...
449 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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