ELSA IJ - What If Elnusa Does Not Need an Upstream Recovery?
Sobirin Research provides independent, evidence-driven equity research focused on business economics, capital allocation, earnings durability,...
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Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides
In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...
156 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
277 Views
Significant Expansion of Singapore's Coal Mining Stocks
The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three...
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King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.9k Views