The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
493 Views
The Stocks to Own in Asia – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, it has generated a before-fee total...
326 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
356 Views
KPJ Healthcare (KPJ MK): 3Q22 Result- Continued Improvement in Operating Parameters
With continued improvement in hospital activities, KPJ Healthcare recorded accelerated double-digit revenue growth, with bed occupancy hitting pre...
339 Views
Bumrungrad Hospital Pub Co (BH TB): Robust International Business Push Revenue Above Pre-COVID Level
Increasing footfall of non-Thai patients lifted hospital revenue 15% and 20% above the pre-COVID levels in 2Q22 and 3Q22 respectively. The company...
405 Views