The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
418 Views
AOT: Flash News - August 28, 2024
The invitation for private sector investment under the PPP model is now expected in September, delayed from the original August timeline due to...
198 Views
Airports of Thailand - Revenue and Earnings to Exceed Pre-COVID Levels
We initiate coverage on AOT with a Buy rating and a 12-month fair value (FV) of Bt72.00, based on an earnings yield of 2.3%.
206 Views
Economic Update: 2Q24 GDP Growth - August 20, 2024
We expect economic growth in 2H24E to accelerate beyond the 1.9% YoY expansion seen in 1H24E, serving as a key driver in achieving the revised...
222 Views
The Stocks to Own in Asia – Vol. 45
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stock remains, 10 stocks added.
464 Views