The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
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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Worthy News Stock Moving - Indonesia - 28 Aug 2019
This is my inaugural worthy-news-stock-moving note on what is in Indonesia discussing on the latest development of Kalbe Farma (KLBF IJ) on...
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Sido Muncul (SIDO): Margin Expansion and Breastmilk Booster
The first half of 2019 has passed and the global equity market is riding a roller coaster, often at the demise of the many but not at Sido Muncul;...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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Indo Snippets: Tobacco Tax for BPJS Deficit, Earthquake in Palu, LPPF Share Buyback, Garudafood IPO
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
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