The Week That Was in ASEAN@Smartkarma - Bank Mandiri, CPALL, and Grab Holdings
The past week saw insights on Bank Mandiri (BMRI IJ), CP ALL (CPALL TB), Grab Holdings (GRAB US), Sai Gon Cargo Service (SCS VN), and Ever Glory...
430 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
1k Views
SCS VN - Cutting Assumed Contribution from LTA-C1, High Cash DPS
We downgrade our rating for SCS to MARKET PERFORM from OUTPERFORM as we cut our target price (TP) by 25%. SCS’s share price has dropped by 10% over...
263 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
493 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
1.3k Views