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CrossASEAN Research

CrossASEAN Research
Insights across South East Asia

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bullishMacroeconomics
19 Jun 2024 17:21

US FOMC Projections Too Pessimistic; Two Rate Cuts Likely in 2024 as Inflation Abates

US M2 contraction (Dec'22-Mar'23) helped offset previous excesses. ​Core PCE inflation to stay below 2.6%YoY in H2CY24 (belying FOMC's latest...

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18 Jun 2024 00:35

The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast

The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...

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bullishProdia
17 Jun 2024 23:52

Prodia (PRDA IJ) - Increasingly Esoteric

Prodia is shifting in a meaningful way towards esoteric testing, which commands significantly higher revenues plus it is building out its genomic...

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bullishAEM
13 Jun 2024 16:28

AEM Holdings: New CEO = One Final Kitchen Sink in 2Q24?

​AEM Holdings announced new CEO Amy Leong, who will start on July 1, 2024. She is likely to kitchen sink results and the outlook as she takes control.

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11 Jun 2024 15:09

CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments, and Evermos

This week we look at Grab's ESG qualities and its recent report along with Vingroup's plans to start EV ride-hailing in Indonesia on top of...

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