The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in Asia – Vol. 31
The Stocks to Own in Asia – Vol. 31. We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology.
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2021 High Conviction: Long Tencent as All Competitors Are in Trouble
Tencent is not an overheated company riding on the home quarantine. All the competitors to all Tencent's business lines are in trouble. These...
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Tencent: Digging into the Potentially Implausible DCF Valuation
Tencent shares have consolidated post its latest quarterly earnings beat. In this note, we dig into the potentially implausible DCF valuation for...
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Lufax Holdings – Good Number Right Out Of The Gate
LUFAX HOLDINGS: Lufax operating results were solid. However, the regulatory environment remains a significant challenge.
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