Remain Overweight and Add Exposure to Japan; Buys in Insurance, Services, Tech, Staples, Utilities
Remain Overweight and Add Exposure to #Japan; $TOPIX continues to hold above 5-month support at 2200-2215. Next down supports being tested at 4000...
477 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
417 Views
A Strong Recovery in 4QFY21
<p>GAMUDA's FY21 core profit of RM588.3mn exceeded expectations, accounting for 119.6% and 120.2% of our and consensus' full-year estimates,...
205 Views
IOC2018: Pushing Back Against China's Imperialism
That China's Belt and Road Initiative (BRI) is in trouble has been evident in Malaysia, Sri Lanka, Pakistan and across Africa, where China's...
367 Views
KL - SG HSR: Repositioning
HSR KL SingaporeJust a few days after saying that the HSR project between KL and Singapore is canceled, current Malaysia PM has re-clarified his...
93 Views