The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
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Astra International (ASII IJ) - A Glimpse into the Future
Astra International is a proxy for the recovery in Indonesia's economy through cars, motorbikes, and commodities but has an emerging digital and...
444 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
276 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
191 Views
United Tractors (UNTR IJ) - Despite slow in January, February operationals should be higher
Despite slow in January, February operationals should be higherContent is external broker report sourced from online content aggregator through...
229 Views