EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
345 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
293 Views
Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback
inpex (1605) has announced earnings (as expected), revised guidance (still light), a div hike (nice) and a big buyback. Language suggests it will...
457 Views
Big Cap Update - PTT Exploration and Production (PTTEP)
PTTEP is the largest Thai E&P operator, with proved reserves at 1,350 million barrels of oil equivalent at the end of 2021.
175 Views
PTTEP : Record High Earnings in 2Q22
Maintain BUY call with a target price of Bt179. The 2Q22 net profit rose to a record high of Bt20.6bn (+189% YoY, +96% QoQ), 7% higher than our...
184 Views