CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
672 Views
Sinarmas Land (SML SP): The Family Bumps Terms After All
This deserved a bump. and that is what unfolded. If in, tender. Or possibly sell at terms in the marlket. If not in, I'd look elsewhere. I doubt...
364 Views
Sinarmas Land: Bumping Fades Despite IFA Opining Not Fair
This deserved a bump. But that scenario appears increasingly less likely. If illiquid arbs are your thing, and already in, I'd hit the bid. If not...
592 Views
The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
357 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
509 Views