Jardine Matheson Southeast Asia (JCNC SP) Pops On Toyota In-Specie & Special Div
I get JMSEA's outperformance vs Astra given the weakening rupiah, Indonesia's MSCI overhang; and JMSEA's value unlock strategy. But to what point?...
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The Stocks to Own in Asia – Vol. 52
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine new join the...
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The Stocks to Own in Asia – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Week That Was in ASEAN@Smartkarma - Astra Intl, ACES, and Multi Bintang
The past week saw insights on Astra International (ASII IJ), Aspirasi Hidup Indonesia (ACES IJ), Multi Bintang Indonesia (MLBI IJ) and DFI Retail...
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Consumer Tales Aug Wk#2: DFI Retail Pivots, Kalyan Glitters, Ola Lists, FirstCry IPO Closes
Weekly roundup of the latest investment reports and sector events in the consumer industry: Quarterly updates- DFI Retail, Kalyan Jewellers, Yum...
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