The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
232 Views
ASIAN (ASIAN TB): Pet Food and Aqua Feed to Drive Growth
Good price momentum, strong net profit momentum, and low correlation relative to its sector ASIAN continues to increase its exposure to...
242 Views
Asian Seafoods: These Days, Even Shrimps Need an OEM
The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you...
270 Views
ASIAN: Premium Pet Food Offers Premium Margins
Good price momentum, low price-to-sales, and strong salesmomentum relative to its sector ASIAN is enjoying a strong recovery in its main frozen...
157 Views