The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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LQ45 Index Rebalance Preview (Feb 2022): Potential Changes Later This Month
Changes to the LQ45 Index will be announced soon & become effective after the close on 31 Jan. We see three potential changes. The adds outperform...
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The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking
The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...
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The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
219 Views
The Week That Was in ASEAN@Smartkarma - GoTo & Grab, BFIN's Rising, and Astra Intl's Oversold
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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