China Feihe IPO: Right Formula for Growth but There Could Be Risks
China Feihe (FEIHE HK), the largest domestic Infant Milk Formula (IMF) maker in China with a market share of 8.6% (in 2017) has filed for an IPO on...
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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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NESZ: 100% ROE in Malaysian Consumer Staples
Good price momentum and earnings on an upcycle trend relative to its sector NESZ sales should keep growing with better consumer sentiment and...
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Actionable Ideas in Malaysia - Politics and Economics Will Drive Strong 2H17
Malaysian equities had a solid performance in the first half. We believe economic and political trends support further upside. In the first half...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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