The Stocks to Own in Thailand – Vol. 36
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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Bangkok Dusit Medical (BDMS TB): Thailand Reopening+ Less Severe Omicron= Continued Business Revival
With Thailand resuming quarantine-free travel and Omicron remaining less severe, BDMS is expected to see accelerated business recovery. Favorable...
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KPJ Healthcare (KPJ MK): Continued Recovery; Privatization Talk to Provide Cushion for Downside Risk
This insight has analyzed the recovery of the operation of the company as reported in Q3 results and near-term outlook amid resurgence of COVID...
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Siloam International Hospitals (SILO IJ) - Rising Base Cases and Profitability
Siloam Hospital provides exposure to a high growth portfolio of hospitals in Indonesia, which stand it in good stead to see strong growth and...
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The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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