ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
184 Views
Thai Beverage (THBEV): All Stars Aligned
Phuket is the only place that alcoholic beverages are allowed to be sold on-premises. Soon, the policy will be applied to the whole nation...
373 Views
Thai Bev (THBEV SP): Neither Recovery nor BeerCo IPO Is Priced In. SOTP Suggests Upside.
SOTP based valuation analysis suggests room for near-term upside even at conservative valuation multiples assuming the worst of COVID is past us.
429 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
179 Views
Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why
On 25 August, 5pm SGT, join us and Kyle Rudden for an overview of the “Metrics and Materiality” issue and debate in ESG investing. This webinar is...
787 Views