The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
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PTT Oil and Retail (PTTOR) IPO: Trading Debut
PTTOR priced its IPO at THB18.00 per share and the shares are set to start trading on 11 February. Our valuation analysis shows that the IPO price...
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PTT Oil and Retail (PTTOR) IPO: Valuation Insights
PTTOR has launched its IPO to raise as much as THB47.0 billion ($1.6 billion). A reasonable P/E valuation and solid cornerstone support make PTTOR...
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The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Small Cap Diary: Singha Hotels, PTG Energy
<p>We have visited many of the country's top three hotel operators. In this review, we checked two smaller ones, namely Singha Hotels and Dusit...
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