The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
149 Views
Bullish Outlook Intact; EM and China Continue to Bottom; Buys in Comms, Tech, Discretionary, Miners
Bullish Outlook Intact $ACWI; EM and China Continue to Lead; U.S. Dollar (DXY), WTI Crude Oil, and Gasoline Prices Rolling Over; Buys in: Comms,...
389 Views
ETFs Monitor in 1Q24
he HSX recently announced updates to the component securities (including changes in component stocks and calculation factors) in the VN30 Index
198 Views
Erajaya Swasembada (ERAA IJ) - Coming Out a Squall
Erajaya should see a reovery in 4Q2023, given plans to limit store expansion plus a lack of write-offs. Trading on 5x FY2024E PER with forecast...
450 Views
MWG - On Track to Sales Recovery, yet a Bumpy Road for Full Profit Restoration
MWG recorded a significant decline in Q1/23 net revenue, plummeting by 26% YoY and 11% QoQ. NPAT-MI exhibited a drastic drop of 99% YoY, resulting...
259 Views