Top Glove Corp (TOPG MK): Break-Even Achieved in 1QFY25, Strong Demand to Persist in Coming Quarters
Top Glove Corp sees strong revenue growth and profitability in 1QFY25, aims to boost EBITDA margin to pre-pandemic levels by FY26. Shift in focus...
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The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
87 Views
Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story
India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .
102 Views
Pentmaster (1665 HK): Malaysian Parent's Offer For Pseudo Dual-Listing
Pentamaster is finally seeking to delist its pseudo twin. If small illiquid arbs are your bent, and if payment on or around late April 2025, pay up...
185 Views
Equity Return Expectations Under An Alien Invasion
Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...
116 Views