Malaysia MCO: Winners
auto and TV benefit from supportive government policy and prolonged stay-home consumer behavior respectively, namely UMW Holdings , DRB-Hicom Bhd...
421 Views
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
552 Views
Asia's Unloved Stocks
Many stocks in the benchmark MSCI Asia Ex-Japan index are largely avoided by active fund managers. In this analysis, we discover the stocks that...
418 Views
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views
Malaysia National Automotive Policy 2020: Beneficiaries
The National Automotive Policy 2020 (NAP 2020) has been officially launched, building on NAP 2014, focusing on launching Malaysia as the regional...
535 Views