Robinsons Retail Holdings - Fintechs Fuel The Philippines' Consumption (Part 2)
High inflation tampered growth for private consumption in the Philippines' in the last two quarters of 2018, but moderating price increases and...
600 Views
Robinsons Retail Holdings: Fintechs Fuel The Philippines' Consumption Growth (Part 1)
Our chat with Robinsons Retail Holdings management, coupled with observations of fintech developments in the region makes us bullish about the...
720 Views
Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
3.6k Views
The Week that Was in ASEAN@Smartkarma -Indonesia's Potential, Pure Gold, and Vietnam's Consumers
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
609 Views
Puregold Price Club: Steady Grower with Provincial Expansion Story
Conference call with the IR of Puregold Price Club (PGOLD PM) reveals that SSSG grew healthily at 6.5% YoY in 9M18, thanks to personal income tax...
564 Views