The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views
Siloam International Hospitals (SILO IJ) -Revival of Core Patient Business in Motion
Siloam continues to expand its hospital portfolio but may look to acquire more brownfield assets in future plus it is experimenting with a managed...
385 Views
Ramsay Health's Offer Spread Risk/Reward
At the last close, the risk/reward profile is favourable as the downside due to a deal break (-10% estimated decline) is lower than the upside...
443 Views
The Stocks to Own in ASEAN – Vol. 39
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, and nine new join...
371 Views
Mitra Keluarga Karysehat (MIKA IJ) - Back to the Business of Patient Health
Mitra Keluarga Karyasehat remains a key proxy for rising healthcare penetration in Indonesia, with valuation attractive from a historical basis as...
247 Views