Leong Hup IPO Preview: A Game of Chicken
Leong Hup International (LEHUP MK) is one of the largest producers of poultry, eggs and livestock feeds in Southeast Asia. After an unusually quite...
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GUNKUL (GUNKUL TB): Solar to Drive Top-Line Growth
Good payout ratio, good growth in core profit, and strong long-term sales growth relative to its sector Acquisition of 49% stake in a 30MW solar...
769 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
377 Views
CPF (CPF TB): China and Vietnam Should Continue to Drive Growth
Improving asset turnover, low price-to-sales, and low price volatility vs. the market relative to its sector Solid overseas units should continue...
427 Views
Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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