Taseco Air Services (AST VN)- Pure Play On Vietnam Tourism, Net Cash, <11x PE, With ~48% ROCE
We initiate coverage of Taseco Air Services (AST VN), a non-aviation services provider (pureplay on tourism in Vietnam) trading at <11x PE, with a...
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Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
915 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
588 Views
Vietnam's Equities Poised To Recover On The Back Of Potential Market Upgrade And Easing Overhang
Vietnam’s investment case is bolstered by its global manufacturing appeal, concentrated sector opportunities with promising growth, and early signs...
600 Views
MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece
MSCI EM Improving; Buys in Value & Large-Cap EM $TSM #Samsung $BABA; Remain Overweight Japan, India, Taiwan, and Greece. $ACWI break above $93 and...
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