StubWorld: SM Investments (SM PM)'s Extreme Low Implied Stub
SMIC is bombed out: a decade-low implied stub. Although SMIC appears fairly valued vs retail peers; its net income is primarily sourced from BDO...
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Quiddity Philippines M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) is publishing to aid investors in...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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