The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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Raffles Medical (RFMD SP): Resilient Business Model; Border Reopening to Further Boost Growth
RMG’s operating performance remained resilient to the pandemic, driven by healthcare services business. Resumption of medical tourism in Singapore...
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Bumrungrad Hospital (BH TB): Lower Revenue From International Patients Weighed on 3Q24 Result
Bumrungrad reported 5% YoY sales decline in 3Q24, mainly due to negative geo-political impact on international patient revenue, which declined 7%...
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The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
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Special Report – Vayupak Fund 1 (VAYU1)
KTX expects that the sale of Type A investment units of the Vayupak 1 Fund (VAYU1), scheduled for September 16-20, will meet the target of Bt150bn
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