Shortlist of High Conviction Philippines Equity Ideas - September 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
155 Views
The Stocks to Own in Asia – Vol. 47
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.
465 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
588 Views
The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
556 Views
Shortlist of High Conviction Philippines Equity Ideas - August 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
125 Views