The Stocks to Own in ASEAN – Vol. 34
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
264 Views
Siloam International Hospital (SILO IJ) - A Quickening Metabolism
Siloam Hospital's recent results demonstrate the management's ability not only to cope with COVID-19 and to benefit from it but also to adjust its...
411 Views
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
257 Views
Prodia Widyahusada (PRDA IJ) - Diagnosed as Resilient
Prodia remains one of our top healthcare picks in Indonesia, showing resilience during the pandemic, just releasing a strong set of numbers, and...
315 Views