Malaysia Airport (MAHB): Undervalued Tourism Play in SEA
With the tourism recovery, MAHB is well positioned to capture the upside while it trades at a relatively undemanding valuation especially compared...
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Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
269 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
409 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
271 Views
CP ALL Pcl (CPALL TB) - Omnipresent Operator
CP ALL is an omnichannel retailer and the largest weighting in MSCI Thailand and has seen pressure from foreign outflows due to political...
54 Views