Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
172 Views
The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
213 Views
PTTGC: Petrochemical Company Refines Operations for Efficiency
Low price volatility versus the Thai market, good price momentum, and share price is less volatile relative to its sector PTTGC is building (80%...
131 Views
The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
192 Views
A Cup of Joe: Stocks with Lotta Caffeine
A few centuries ago, coffee would have been an entirely alien concept in this country. These days, drinking coffee is as habitual as brushing your...
258 Views