The Stocks to Own in Asia – Vol. 38
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Six stock remains, and eight new join...
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The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
216 Views
Bumrungrad Hospital Pub Co (BH TB): Flying High on Return of Medical Tourism
With 50% revenue exposure to international patients, Bumrungrad should be the key beneficiary of resumption of medical tourism in Thailand and...
269 Views
ECM Weekly (21st Aug 2022) - China Tourism, SoCar, Beauty Farm, ANZ, Max, Judo, Steadfast, Cleanaway
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
474 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views