Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback
inpex (1605) has announced earnings (as expected), revised guidance (still light), a div hike (nice) and a big buyback. Language suggests it will...
548 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
415 Views
The Stocks to Own in ASEAN – Vol. 39
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, and nine new join...
478 Views
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
403 Views
Thai Life Insurance Pre-IPO - The Negatives - Lacks Growth
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about the not so positive aspects of the...
597 Views