The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
279 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
328 Views
Bumrungrad Hospital (BH TB): Strong 3Q23 Performance; Middle-East Tension Plays Spoilsports
Bumrungrad reported 18% YoY revenue growth in 3Q23, driven by Thai and expat patients. EBITDA and PAT reached record high. However, ongoing...
441 Views
MSCI EM Index Approaching 10.5-Month Support; Remain Overweight India; Many EM Buys
$EEM is again approaching major 10.5-month support at $37-$37.50, which has been our important line-in-the-sand throughout 2023. As long as $EEM is...
321 Views
The Stocks to Own in ASEAN – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stocks remain, 13 stocks added.
318 Views