The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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PTTEP : Strong 2Q22 Performance Outlook
We estimate PTTEP’s 2Q22 net profit to surge 170% YoY and 83% QoQ on the back of higher sales volume and average selling price.The solid...
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The Stocks to Own in ASEAN – Vol. 39
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, and nine new join...
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The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
304 Views
Thai Life Insurance Pre-IPO - The Negatives - Lacks Growth
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about the not so positive aspects of the...
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