The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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ICTSI 2Q17 - Conservative Approach to Portfolio Expansion
A mixed bag of results: International Container Terminal Services Inc (ICTSI) reported a set of 2Q17 earnings that were ahead of our projections,...
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ICT: World Economy and New Ports Lift Dock Operator
Good price momentum, good growth in core profit, and cheap on acore profit basis relative to its sector Organic volume growth could be sustained...
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ICT (ICT PM): Rising Price and Profit on near Horizon
Low correlation with Western stock markets, good price momentum,and good growth in core profit relative to its sector Organic volume growth could...
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ICTSI (ICT PM, Neutral, PHP 97) - Downgrade to Neutral on Valuation Headwinds
ICTSI (ICT PM, Neutral, PHP 97) - Downgrade to Neutral on valuation headwindsInternational Container Terminal Services Inc (ICTSI) was one of our...
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