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SM Investments (SM PM)
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101
Analysis
Industrials
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Philippines
SM Investments Corporation is an investment holding company. The Company operates retail business and develops shopping mall and other real estate property. The Company also provides tourism services.
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:26
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
Control Risks
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:22
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
Control Risks
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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170 Views
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bearish
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Thematic (Sector/Industry)
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21 Sep 2016 22:15
Rolling Stock and Railway Track
Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...
Bixmoor
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179 Views
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bullish
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Thematic (Sector/Industry)
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09 Sep 2016 04:11
Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
David Riedel
1.4k Views
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