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Sm Prime Holdings (SMPH PM)
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110
Analysis
Real Estate
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Philippines
SM Prime Holdings Inc., through its subsidiaries, is engaged in residential property, shopping malls, offices, hotels and convention centers development.
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bullish
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Thematic (Sector/Industry)
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12 Jun 2023 13:45
The Stocks to Own in Asia – Vol. 41
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains, 13 stocks added.
A. Stotz Investment Research
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67 Views
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bullish
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Thematic (Sector/Industry)
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12 Apr 2023 14:05
The Stocks to Own in Asia – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, it has generated a before-fee total...
A. Stotz Investment Research
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331 Views
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bullish
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Meituan
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27 Nov 2022 08:55
Last Week in Event SPACE: Meituan, Link Admin/Pexa, DTAC/True, Medley
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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389 Views
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bullish
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SM Investments
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23 Nov 2022 14:26
SM Investments (SM PM): Retail Income Now Exceeds Pre-Covid Levels
SMIC is benefitting from increased economic activity and buoyant consumer sentiment. Go outright long or hedge out SM Prime and BDO, in which the...
David Blennerhassett
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303 Views
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bullish
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Cross Asset Strategy
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17 Aug 2022 07:04
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.
Steven Holden
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352 Views
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