The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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PTTGC: Mother Injected Assets in This Petrochemical Company
Good price momentum and low volatility in earnings relative to itssector Strong 3Q17 outlook as PTTGC should run at high utilization and...
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Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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PTTGC: Petrochemical Company Refines Operations for Efficiency
Low price volatility versus the Thai market, good price momentum, and share price is less volatile relative to its sector PTTGC is building (80%...
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