Last Week in Event SPACE: Sembcorp, Milton, Toshiba, Dah Sing Bank, WH Group, 51job, Port Congestion
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Jakarta Composite Index: Impact of Change to Capped Free Float Weighting
The JCI will change from a full market cap weighted index to a capped free float mkt cap weighted index. Beneficiaries are TLKM, BBRI, ASII, BMRI &...
920 Views
Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
436 Views
GoTo - Enter the Green Dragon
The confirmation of the merger between Gojek and Tokopedia creates an Indonesian digital powerhouse under GoTo Group, which will seek a dual...
492 Views
Thai Beverage (Thbev): Delayed Beer IPO and Undervaluation
Thai Bev has not been very fortunate in the past few weeks; rising cases in Bangkok that caused the management to call off the BeerCo IPO, dampened...
583 Views