The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
484 Views
Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution
Indofood CBP Sukses (ICBP IJ), the US$ 7bn market cap. big-daddy of branded food in Indonesia announced its decision to acquire a (majority)...
588 Views
Indofood CBP Sukses (ICBP IJ) - US$3bn Acquisition Creates the Emerging Market Noodle King
Indofood CBP Sukses (ICBP IJ) announced on 22nd May that it has finalised its investment of just under US$3bn to acquire shares in Pinehill Company...
635 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
362 Views