Modern Grocery Retail Sector - Minimarts to dominate modern grocery retailing in Vietnam
In this report, we review the prospects of Vietnam’s modern grocery market. We currently have a BUY rating for MSN (target price of VND102,800) and...
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The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
552 Views
Vietnam: 2024 Rotation Drives Record Fund Ownership
Vietnam has achieved a significant milestone, with over one-third of Asia Ex-Japan funds now invested in the country for the first time in our...
387 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
432 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
334 Views