Bangkok Chain Hospital: When the Going Gets Tough
We visited two companies today, namely Bangkok Chain Hospital and TBSP. Here's a quickie on the business outlook: Bangkok Chain's earnings grew...
320 Views
Jinxin Fertility Group: First-Day Trading Thoughts
Corrigenda: There is an error in this insight. Please note the correction below. Correction: In the last line of the first paragraph below, "......
506 Views
Jinxin Fertility Group IPO: Valuation Reasonable for the Trade-Offs
Jinxin Fertility Co Ltd (1951 HK) is a leading assisted reproductive service (ARS) provider in China and the US. It announced its IPO price...
975 Views
EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
263 Views
The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
155 Views