TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
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Interesting Stocks to Consider in ASEAN, Vol. 2
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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Interesting Stocks to Consider in Asia, Vol. 2
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
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Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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MER (MER PM): No. 1 in Philippine Power to Enter Africa
Strong stock price momentum, low correlation with Western stock markets, and low earnings expectation relative to its sector New coal-fired power...
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