FGEN (FGEN PM): New Contract with Meralco to Support Cash Flow
Low correlation to the Thai market, low correlation with Western stock markets, and cheap on a PE basis relative to its sector Stable cash flow...
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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...
399 Views
MER (MER PM): Solid Fundamentals at No. 1 Philippine Power Producer
Low correlation with Western stock markets, low correlation to the Philippines market, and more attractive to analysts relative to its sector New...
344 Views
TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
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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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