Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
290 Views
Malaysia Airports (MAHB MK): Pre-Conditional Voluntary Offer at RM11.00
The offer is light based on historical/peer multiples. The consortium can overcome issues satisfying the 90% minimum acceptance condition by...
322 Views
The Stocks to Own in Asia – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added...
350 Views
Comfortdelgro (CD): March on Chinese Tourists
Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.
444 Views
The Week That Was in ASEAN@Smartkarma - LREIT's Focussed, Berli Jucker, and AEM's Inventory Loss
The Past Week saw insights on Lendlease Global Commercial REIT, Berli Jucker (BJC TB), AEM (AEM SP), Airports of Thailand (AOT TB), and the...
326 Views