The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
602 Views
Company Visits: Pruksa's Tough Times, Indorama's Strong Operations
We met up with Indorama, the largest petrochemicals company in Thailand outside PTT Group, and Pruksa, a leader in the low-cost SDH segment that...
527 Views
The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
459 Views
IVL: Disappointed Spreads Dragged Its Performance Down
IVL reported 3Q19 net profit of Bt792m (-92%YoY,-65%QoQ), the worst in almost four years. Thus, we cut our earnings forecast in 2019-21E by 29-50%...
473 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
855 Views