The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
399 Views
2025 High Conviction: DFI Retail - Churning Free Cash by Turning the Right Levers
​DFI Retail is overcoming challenges with strategic shifts and cost reductions. With an attractive dividend yield, strong cash flow, and earnings...
524 Views
The Stocks to Own in ASEAN – Vol. 49
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 stocks added.
388 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
539 Views
Sheng Siong Q3 2024: Great Quarter Again, But We Aren't Fans of the Property Transaction
We summarize Sheng Siong (SSG SP) Q3 2024 and the recent property transaction, trading at 16.7x PE, with a 4% dividend yield and 300 mn SGD net...
584 Views