The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sheng Siong (SSG SP): Slowing Sales. Dividend Yield Not Rewarding Enough
Downside risk at current levels given muted dividend growth outlook amidst strong Gov bond yields. Notable decline in same-store sales & operating...
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Oasis Corporation IPO - Peer Comparison - Smallest in Scale but Largest in Profitability
OASIS Corp (370190 KS) is looking to raise up to US$166m in its upcoming Korea IPO. In our previous notes, we looked at the company’s past...
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The Stocks to Own in Asia – Vol. 39
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Six stock remains, and eight stocks added to our portfolio.
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The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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