Mobile World Investment (MWG VN) - From Mobile Phones to Groceries
On the tail of last years Smartkarma Originals series on ASEAN retail, we continue to search out compelling retail stories in the region. Mobile...
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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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The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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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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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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