Siloam International Hospitals (SILO IJ) - Core Strength in Display
Siloam International Hospitals (SILO IJ) remains an interesting recovery play but it has emerged even stronger from the pandemic and valuations are...
318 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views
The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
217 Views
Prodia (PRDA IJ) - Keeping Indonesia Healthy Beyond COVID
Prodia (PRDA IJ) remains one of our top healthcare picks in Indonesia, which looks very undervalued versus its Indian peers, despite its high...
284 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
271 Views