CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
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Singapore Market Roundup (24-Sep-2025): RHB cuts CDLHT target price amid market challenges.
RHB reduces CDLHT target price amid market challenges, views ST Engineering as a strong growth opportunity, and sees 7-Eleven's ready-to-eat...
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Singapore Market Roundup (23-Sep-2025): RHB views ST Engineering as a high-quality growth stock.
RHB views ST Engineering as a 'high-quality' growth stock. 7-Eleven's offerings may boost DFI Retail, while KGI maintains a $2 target for AEM...
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The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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