The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
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The Stocks to Own in Asia – Vol. 48
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, it has generated a before-fee total...
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The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
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Shortlist of High Conviction Philippines Equity Ideas - February 2025
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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PCOMP Index Rebalance Preview: Two Changes Likely in February
There could be two sets of changes for the PCOMP in February. Passives will need to trade between 23-64x ADV in the stocks. The adds have moved...
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