Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - (Summary Note)
This insight is meant for you who may not have the time to read through a long note on Erajaya (ERAA): Growing Sustainable Smartphone Demand in...
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Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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Mobile World - Sprinting Ahead with DienmayXANH
Per Viet Capital Securities' report We reiterate our BUY rating for MWG and revise our TP by +9% on a 120 bps reduction in WACC and roll-over...
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Mobile World - Leading the Retail Market with High Growth
Thegioididong (TGDD) and DienmayXanh (DMX) have been proving their leading positions in the market of mobile and electronic equipment retail. With...
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Mobile World Investment Corporation: Ample Room for Continued Growth
Mobile World Investment Corporation has had a strong sell off, yet has historically been a highly favored company by foreign institutional...
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