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...
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AOT (AOT TB): Monopoly to Gain from Chinese Tourist Recovery
Good gross margin, earnings on an upward trend, and good chance of target-price upgrade relative to its sector Bidding for new duty-free and...
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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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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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AOT (AOT TB): Monopoly Growing Its Concessions Income
Good gross margin, good chance of target-price upgrade, and low volatility in sales relative to its sector Bidding for new duty-free and retail...
293 Views