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...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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Philippines: Strong Domestic Demand Reflected in Rising Imports Data
Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...
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First Pacific (142 HK)'s Full Value As Maynilad Commences Trading
First Pac has had a great run-up in the past 12 months. I don't see any near-term catalyst for the unlisted stub ops. If in (stub set up), I'd be...
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First Pacific (142 HK): Maynilad's IPO (Now With Prospectus Numbers)
This insight is largely a rehash of yesterday's note, together with updated numbers applying prospectus figures. I thought this warranted a fresh...
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