The Stocks to Own in ASEAN – Vol. 34
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Monde Nissin Pre-IPO - Peer Comparison for Food Business
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note we compare its food...
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The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in ASEAN – Vol. 33
The Stocks to Own in ASEAN – Vol. 33. We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology.
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Converge ICT Pre-IPO - Thoughts on Valuation
Converge ICT aims to raise around US$500m in its Philippines listing. Converge ICT (CICT) is the largest high-speed fixed broadband operator in...
467 Views