The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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MEGA: Growing in Africa and Malaysia
Cheap on a gross profit basis, strong net profit, and good pricemomentum relative to its sector African pharmaceuticals market, a market growing...
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Fighting Fruits & Kiosk King
Contrasting Stocks in the Portfolio. Today, we met up with fruit juice company MALEE and kiosk king Forth (or rather their subsidiary ForthSmart),...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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MEGA: Baby and Natural Foods and Wellness Center on the Table
Cheap on a gross profit basis, good price momentum, and improvingasset turnover relative to its sector Its JV with Malee (MALEE TB) to produce...
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