The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
211 Views
QL Resources (QL): Take Profit?
Assuming all 300 stores are opened and profitable, the company's forward PER is around 25-45x; higher than the regional peers' average valuation...
226 Views
The Stocks to Own in Asia – Vol. 30
We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asia markets...
469 Views
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...
389 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
244 Views