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Philippines
International Container Terminal Services, Inc. provides containerized cargo handling services. The Company also manages and operates the Manila International Container Terminal and port.
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31 May 2021 19:55
The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
A. Stotz Investment Research
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Thematic (Sector/Industry)
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31 May 2021 19:50
The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
A. Stotz Investment Research
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bullish
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Shanghai Shenzhen CSI 300 Inde
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28 May 2021 08:07
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
Vermilion Research
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Thematic (Sector/Industry)
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15 Apr 2021 14:19
The Stocks to Own in Asia – Vol. 32
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
A. Stotz Investment Research
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Cross Asset Strategy
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14 Dec 2020 21:40
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...
Angus Mackintosh
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