Shortlist of High Conviction Philippines Equity Ideas - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
296 Views
The Stocks to Own in Asia – Vol. 47
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.
228 Views
Shortlist of High Conviction Philippines Equity Ideas - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
361 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
395 Views
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
291 Views