Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
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Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
722 Views
Arwana Citra Mulia - Digitally Remastered - On the Ground in J-Town
A recent meeting in Jakarta with Indonesia's lowest cost and most efficient ceramic tile producer, Arwana Citramulia Tbk Pt (ARNA IJ), revealed a...
390 Views
The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
250 Views
SCC: Regional Growth Building on Concrete Foundation
Share price is less volatile relative its sector and low price volatilityversus the Thai market SCC expands its packaging business in Indonesia...
328 Views