Stock Recommendations (Vietnam Market) - June 2023
As a member of the Vietnam National Oil and Gas Group, PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing,...
233 Views
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
269 Views
Saigon Beer - (SAB VN/Trading Buy/TP: VND176,500) - A Challenging Year
GM increased to 30.7% (vs. 29.5% in 1Q22). As interest rates have risen, financial revenue jumped 56.5% YoY to VND358.4bn.
245 Views
MVIS Vietnam Index Rebalance: One Add, Two Deletes
There is 1 addition and 2 deletions for the MVIS Vietnam Index. There are a lot of float and capping changes that will result in one-way turnover...
320 Views
ThaiBev’s BeerCo IPO: What's It Worth?
The target raise by offering 20% of BeerCo's issued shares points to a valuation of US$4.0-5.0 billion. Our first-look valuation analysis suggests...
670 Views