The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
312 Views
CP Food (CPF TB): Vietnamese Ops To List On HCM Exchange
As a pure valuation play, there is probably at least 10-20% upside from here. Or potentially hedge with CPALL although it's not a super-strong...
339 Views
The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
347 Views
Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
459 Views