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...
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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...
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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...
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The Stocks to Own in Asia – Vol. 39
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Six stock remains, and eight stocks added to our portfolio.
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The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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