The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
259 Views
SET50 June Index Rebalance Preview: Review Period Ends Today
Today is the last day of the review period for the June rebal. We see STGT, IRPC and STA as adds and VGI, BAM and TOA as deletes. KCE could be...
322 Views
The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
350 Views
GULF Offer for INTUCH: Index Implications
GULF has made a conditional voluntary tender offer for shares in INTUCH that it does not hold at THB 65/share. KCE could enter the SET50 index at...
363 Views
The Stocks to Own in Asia – Vol. 32
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
362 Views