Heineken Malaysia (HEIM): Brewing
Revenue bounced to pre-COVID level due to the management's expertise in navigating the difficult period during the lockdown, the company will...
333 Views
Shift To Defensives as $ACWI Makes Push for $93; Remain Overweight Europe; Opptys in China/HK, Japan
$ACWI, $ACWX, $EFA, and $EEM all reversing topside their 2-month downtrends. Despite this bullish short-term development, we still expect $93 to...
460 Views
KLCI Index Rebalance Preview: No More Glovemakers in the Index (Or How the Mighty Have Fallen)
QL Resources and AMMB could replace Top Glove and Hartalega in the KLCI. That would mean no glove makers in the index, down from a near 20% index...
483 Views
The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
207 Views
KLCI Index Rebalance Preview: The Gloves Could Come Off
AMMB and QL Resources could replace Hartalega and Top Glove in the KLCI at the December rebalance. Westports is a close add, while Top Glove needs...
409 Views