The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
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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KLCI Index Rebalance Preview: The Gloves Could Come Off
AMMB and QL Resources could replace Hartalega and Top Glove in the KLCI at the December rebalance. Westports is a close add, while Top Glove needs...
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Supply Chain Snag Prompts US To Boost Domestic Glove Production
Even as glove manufacturers across the globe weather post-pandemic oversupply scenario, the United States chugs forward with over a dozen glove...
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Sri Trang Gloves (STGT TB): 2022 Started On a Weak Note; Lower ASP Is Industry Wide Phenomena
STGT reported massive revenue and earnings decline in 1Q22, a trend expected to continue in the rest of the year due to lower ASP. However, the...
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Singapore-listed Manufacturing Stocks on the Move
Singapore’s Industrial Production has booked 9% growth for the first 5 months of 2022, following 13% growth in 2021 and 7% growth posted in...
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