The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
491 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
445 Views
Large Cap GEM Bank Screener - Our Top Picks
In EM Asia, we like CCB, HDFC Bank, Mandiri & Hana; in LatAm, we turn positive on Banco do Brasil, go cautious on Bradesco & remain cautious on...
549 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
370 Views
Panin Financial - Vanishing Growth, Falling ROE, Despite Likely Rebalancing Beneficiary
PNLF shows vanishing asset growth, falling ROE, and what appears to be a continuation of this during 1Q23. Even if it is a beneficiary from index...
326 Views