GUNKUL (GUNKUL TB): Solar to Drive Top-Line Growth
Good payout ratio, good growth in core profit, and strong long-term sales growth relative to its sector Acquisition of 49% stake in a 30MW solar...
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Company Visits: The Best of November/December 2018
During this quarter, we visited 13 companies and have to admit the average quality has improved. Amongst these, there were four stocks that...
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Revisiting the Renewable Energy Space
We checked on two stocks today that are well-known in the renewable energy space, namely solar and wind power, to see how things were going. We may...
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The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Interesting Stocks to Consider in ASEAN, Vol. 2
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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