The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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Bumrungrad Hospital (BH TB): Strong 3Q23 Performance; Middle-East Tension Plays Spoilsports
​Bumrungrad reported 18% YoY revenue growth in 3Q23, driven by Thai and expat patients. EBITDA and PAT reached record high. However, ongoing...
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MSCI EM Index Approaching 10.5-Month Support; Remain Overweight India; Many EM Buys
$EEM is again approaching major 10.5-month support at $37-$37.50, which has been our important line-in-the-sand throughout 2023. As long as $EEM is...
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The Stocks to Own in ASEAN – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stocks remain, 13 stocks added.
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IHH Healthcare (IHH MK): Recent Acquisitions Are Positive for Future Growth; Strong 1Q23 Performance
​IHH Healthcare is expanding its presence in India and Malaysia through acquisitions, with a focus on increasing patient volume and revenue growth....
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