The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Last Week in Event SPACE: Haier, Tokyo Dome, Cowell, Infratil, Link Admin, Sapporo/Asahi, Mcdonald's
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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FGV Holdings: Reading the Palm Fronds
The government has agreed that the financial position of FELDA is untenable and that the terms of the LLA are unsatisfactory. I don't see how the...
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The Stocks to Own in ASEAN – Vol. 33
The Stocks to Own in ASEAN – Vol. 33. We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology.
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Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
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