Aussie Equities Month in Review (Nov 2018)
Downgrades and market weakness. Downgrades by LLC, CCL, and PGH were the lowlights in a month where the local market saw a 2.2% decline against a...
536 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
458 Views
Geo Energy (GERL SP): '18 Output Forecast Lowered, Macquarie Buys 5% at 0.29sgd a 52% Premium to Mkt
Geo Energy Resources (GERL SP) recently hosted an analyst briefing to discuss: 1) weak 3Q18 results and a lowered FY18 production outlook; 2) weak...
554 Views
Property Exchange Australia IPO Quick Take - A Burst of Short-Term Growth but Then What?
Property Exchange Australia Ltd (PEXA AU) plans to raise around US$620m via a mix of selling primary and secondary shares. PEXA is part owned by...
498 Views
Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
539 Views