The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
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Sido Muncul (SIDO): The Dawn of New Era
SIDO has gone full beast mode launching products in non-herbal remedies such as essential oil, and energy drinks (Gatorade lookalike), prompting...
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ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
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Kalbe Farma (KLBF IJ) - Rebalancing Growth
Kalbe Farma released reassuring results for 2021 with growth coming from prescription drugs and distribution but 2022 will see a recovery across...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
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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