EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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PTTEP (PTTEP TB): Good Proxy to Rising Crude Oil Price
Strong stock price momentum, low core profit valuation, and strong cash levels relative to its sector Oil price should remain strong due to OPEC’s...
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Last Week in Event SPACE: Samsung, Hyundai, Sirtex, BWX, Genting
Last Week in Event SPACE ... How the Lee family may reshuffle various interests in Samsung Electronics Co Ltd (005930 KS) A win for minorities as...
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StubWorld: Genting, PTT, Takara
This week in StubWorld ... Genting Bhd (GENT MK)is trading at a one-year low discount to NAV as concerns linger on the timing of the planned...
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The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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