The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
484 Views
CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
575 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
533 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
633 Views
Integra Indocabinet (WOOD IJ) - Short-Term Log Jam but Long-Term Promise
WOOD recently downgraded guidance for FY2022 to reflect the less optimistic outlook though remains upbeat on a recovery in 2023, as component...
406 Views