The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
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MarketVector Vietnam Local Index Rebalance: One Add, Float & Capping Changes
Saigon Vrg Investment will be added to the index at the close 20 December. Estimated one-way turnover is 5.1% and that results in a one-way trade...
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Vietnam's Equities Poised To Recover On The Back Of Potential Market Upgrade And Easing Overhang
Vietnam’s investment case is bolstered by its global manufacturing appeal, concentrated sector opportunities with promising growth, and early signs...
547 Views
Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV
I've bolted on US$0.5bn to NAV. That adjustment doesn't move the needle. Look to set up the stub: Long JMH, short DFI, HKL, MO & JC&C on a...
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Vietnam: 2024 Rotation Drives Record Fund Ownership
Vietnam has achieved a significant milestone, with over one-third of Asia Ex-Japan funds now invested in the country for the first time in our...
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