The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views
KLCI Rebalance Preview - Dialling in to Telekom
The Kuala Lumpur Composite Index (Klci) (FBMKLCI INDEX) is the flagship index of the Bursa Malaysia. The index has 30 stocks and is a free float...
351 Views
ACWI Below Our Line In The Sand: Further Weakness Expected
With the MSCI ACWI (ACWI-US) breaking below our $70 “line in the sand” support level we highlighted last week, we believe additional downside is...
387 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
755 Views
Leong Hup IPO Trading Update - Still Has Substantial Downside Versus Privatization Multiples
Leong Hup International (LHIB MK) raised US$250m in its Malaysian IPO. LHIB is a fully integrated producer of poultry, eggs and livestock feeds in...
586 Views