MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
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Comfort Delgro (CD): Pandemic to Endemic Beneficiary
from pandemic to endemic, Comfortdelgro Corp is the main beneficiary through the higher traffic in the domestic travel (through MRT and busses) and...
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ComfortDelgro (CD): Higher Mobility Expected
HK-SG travel bubble, Phase III, higher mobility in workplace are key catalysts to start accumulating ComfortDelgro's shares now.
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Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
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The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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