The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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PRM: Maintain Solid Earnings Growth Momentum in 2021E
We came out from PRM’s analyst meeting yesterday with slightly positive tone given quarterly earnings that anticipated to make another all-time...
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The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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PRM: Revising up Charter Rate for Floating Storage by 25% in 2Q20
We came out from the PRM’s conference call yesterday with positive tone given the company’s fundamental that got a minor scratch from COVID-19...
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PRM: Lackluster Earnings Growth in 2021-22E, but Cheap Valuation
We came out from the PRM’s conference call yesterday with neutral tone given unexciting fleet expansion plan in 2020-21E together with...
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