2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks
This report provides a quick peek on the best and worst performers in the world of global aviation and the industries that revolve around it. We...
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The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
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AOT Vs MAHB: Part Deux
AOT recent results were not encouraging, especially the labor expenses to revenue ratio that has shot up, depleting its net margin. In the...
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The Stocks to Own in Asia – Vol. 43
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stock remains, 11 stocks added.
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Index Rebalance & ETF Flow Recap: Taiwan Div+, Nifty50, Cainiao IPO, Delta Electronics
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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