Leong Hup IPO Preview: A Game of Chicken
Leong Hup International (LEHUP MK) is one of the largest producers of poultry, eggs and livestock feeds in Southeast Asia. After an unusually quite...
750 Views
GUNKUL (GUNKUL TB): Solar to Drive Top-Line Growth
Good payout ratio, good growth in core profit, and strong long-term sales growth relative to its sector Acquisition of 49% stake in a 30MW solar...
784 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
390 Views
CPF (CPF TB): China and Vietnam Should Continue to Drive Growth
Improving asset turnover, low price-to-sales, and low price volatility vs. the market relative to its sector Solid overseas units should continue...
430 Views
Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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