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CrossASEAN Research
Insights across South East Asia
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bullish
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Takasago Thermal Engineering
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24 Nov 2024 12:18
Takasago Thermal Engineering (1969): Start of Multi-Year Bull
Takasago Thermal Engineering, one of the beneficiaries in HVAC sector for multi year bull in semicond capex cycle, has revised its guidance upwards...
Henry Soediarko
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316 Views
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bearish
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Travelsky Technology Ltd H
•
24 Nov 2024 11:38
Travelsky (696): Sleepy Giant
Travelsky's dependability as the engine behind airports is known, but it also has less upside participation while the OTAs and airlines have more...
Henry Soediarko
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214 Views
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bullish
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Solaris Resources
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21 Nov 2024 18:56
Solaris Resources: Showing Canada the Middle Finger
Solaris Resources announces management changes and spin-off, shifting operations out of Canada in response to government restrictions on Chinese...
Nicolas Van Broekhoven
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139 Views
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bearish
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Macroeconomics
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20 Nov 2024 02:40
India Twin Deficit Watch: Improving Trend Persists Despite EPS and Trade Setbacks
Fiscal deficit in H1FY25 was 29.4% of FY25 target, and should end FY25 at 4.7% of GDP. CAD likely to shrink to 0.2% of GDP for FY25. But sluggish...
Prasenjit K. Basu
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126 Views
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bullish
•
Cross Asset Strategy
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18 Nov 2024 20:36
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
Angus Mackintosh
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212 Views
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