The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
530 Views
StubWorld: Sunway's Stable Is Overpriced
Compared to listed conglomerate peers, Sunway is trading rich. SUNMED, SUNCON, and SREIT are also trading rich to peers.
131 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...
1.7k Views
Seeing the Forest for the Trees in Malaysia - Country Garden
We visited Forest City in Iskandar Malaysia over the weekend following reports of the Chinese government's order for Country Garden Holdings Co...
8.7k Views
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...
828 Views