The Stocks to Own in ASEAN – Vol. 45
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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Drive Lah banks $5m in funding led by ComfortDelGro
Drive Lah co-founders Gaurav Singhal (left) and Dirk-Jan ter Horst / Photo credit: Drive Lah ComfortDelGro seems to be increasing its involvement...
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Malaysia Airport (MAHB): Undervalued Tourism Play in SEA
With the tourism recovery, MAHB is well positioned to capture the upside while it trades at a relatively undemanding valuation especially compared...
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The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
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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Comfortdelgro (CD): Now or Never
The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...
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