The Stocks to Own in Thailand – Vol. 53
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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High Conviction Idea: Oil Is the New Gold!
We would be looking to trim SOME OIL and GAS stock exposure this week as the spot price rises. This would be to buy more in the inevitable...
586 Views
I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
715 Views
The Stocks to Own in ASEAN – Vol. 54
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
210 Views
The Stocks to Own in Asia – Vol. 52
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine new join the...
208 Views