AllHome IPO Early Thoughts on Valuation
AllHome (AHM PM) is looking to raise about US$400m in its upcoming IPO in the Philippines. We shared our thoughts on the company in: AllHome IPO...
705 Views
The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
405 Views
HMPRO (HMPRO TB): Continued Margin and Store Expansions
Good gross profit return, low short-term price volatility, and low correlation with Western stock markets relative to its sector Capacity...
481 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...
408 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
406 Views