The Stocks to Own in ASEAN – Vol. 36
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Kimia Farma (KAEF): Legitimate Pharmacy
ID government just released a rule to permit certain COVID-19 medications to be sold in pharmacies in Indonesia and Kimia Farma is the only listed...
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The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Sheng Siong: E-Groceries
Sheng Siong (SSG SP) foray into the online grocery market is exciting albeit it could be a little late therefore potential market share that it can...
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The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
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