Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.2k Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
570 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Grab Holdings, and Philippine StockExchange
The past week saw insights on Kalbe Farma (KLBF IJ), Grab Holdings (GRAB US), Philippine Stock Exchange (PSE PM), Best World International (BEST...
348 Views
Philippines Exchange (PSE PM): Q1 2024, Slow Quarter, Some Positives Emerging
We summarize the Q1 2024 Philippines Exchange (PSE PM) results. The stock trades at 15.7x EV-EBITDA and a 5% dividend yield with multiple catalysts.
456 Views
The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
735 Views