The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
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Active GEM Funds: Top-Down Country Positioning Latest
In this Top-Down Country report, we analyse regional and country allocations among the 355 equity funds in our analysis. Highlights from the report:
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GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Bangkok Dusit Medical Services (BDMS TB): Thai and International Patients Drives 1Q24 Result
Bangkok Dusit Medical sees double-digit revenue growth in 1Q24, driven by international and Thai patients, amid healthy occupancy. New cancer care...
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