Kimly (KMLY SP): Ramp up in Public Housing Supply, an Opportunity to Expand
Upcoming 1H FY2023 results can reverse the stock's downslide if the company reports a margin recovery. Current undemanding valuations, despite...
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Sheng Siong - Palatable Valuations; Keep BUY
Sheng Siong's share price has declined ~7% from S$1.77 to S$1.64, along with the wider market, including the STI Index, since our report Sheng...
330 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 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...
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The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
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The Stocks to Own in ASEAN – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, the portfolio has generated a before...
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