Singapore Equity Strategy: November 2025
Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...
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Primer: Telekomunikasi Indonesia (TLKM IJ) - Dec 2025
Dominant Market Leader: As Indonesia's largest state-owned telecommunications provider, Telkom holds a commanding market share in both mobile...
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G-ABLE Plc. (GABLE): The Industry’s Standout – Outperform (12M FWD Fair Value Bt3.60)
We upgrade our rating from Neutral to Outperform with a new FV of Bt3.50 (from Bt3.20), based on a required return of 13.79%, MRP 5.61%, and RF 1.23%.
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Krungthai XSpring Zoom Eng. November 26, 2025
International factors remain Slightly Positive, driven by expectations of Federal Reserve interest rate cuts and a strengthening baht, which...
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Uchi Technologies (UCHI MK) Q3FY25: I Get Knocked Down, But I Get Up Again
We summarize the Uchi Technologies Q3 2025 results. The company is seeing a healthy sequential recovery despite global macroeconomic uncertainty....
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