The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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INKP (INKP IJ): Indonesia's Largest Paper Producer
Cheap on a gross profit basis, good price momentum, and sales on an upcycle trend relative to its sector Indonesia’s largest pulp and...
348 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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INKP: Paper Producer Enjoys Stacking Demand
Low price-to-sales, low correlation, and more attractive to analystsrelative to its sector Indonesia’s largest pulp and paper-related products...
256 Views
Discover Singapore: Bund Center Investment (BCI SP); 70% Discount to NAV and Churning Out Dividends
Bund Center Investment Ltd (BCI SP) was spun off from Sinarmas Land Ltd (SML SP) in 2010 BCI owns property in Shanghai and Ningbo Core asset:...
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