AOT Vs MAHB: Part Deux
AOT recent results were not encouraging, especially the labor expenses to revenue ratio that has shot up, depleting its net margin. In the...
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The Stocks to Own in Asia – Vol. 43
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stock remains, 11 stocks added.
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Index Rebalance & ETF Flow Recap: Taiwan Div+, Nifty50, Cainiao IPO, Delta Electronics
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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Delta Electronics (DELTA TB / 2308 TT): Placement Increases Float; Ends Tender Offer Hope?
Delta Electronics Thai dropped 20% on Friday after Delta Electronics placed shares, and there could be more downside for the Thailand line. The...
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The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
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