The Stocks to Own in Asia – Vol. 42
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stock remains, 10 stocks added
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Trip.com Q223 Quick Take: Revenue, EPS > Consensus | Guidance? Not Much | Still No Upside Surprises
Trip.com reported solid Q223 results on Tuesday morning. We have concerns about expense control, and we also sense that investors want clear...
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Interglobe Aviation (Indigo) Placement - Selldowns Are Becoming Increasingly Regular
InterGlobe Aviation Ltd (INDIGO IN)’s co-founder, Rakesh Gangwal and his wife, aim to raise around US$450m through the bulk sale of 15.6m shares...
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Interglobe Aviation (Indigo) Lockup - Time for Another Selldown, This Time Could Touch US$900m
A deal worth US$450m has just been launched. Its very well flagged, as one can tell from our prior note, although the deal size is somewhat smaller...
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Monthly Chinese Tourism Tracker | Outbound: Mixed Signals | Domestic: Steady | (July 2023)
We see mixed signals in June outbound travel activity, and the recovery in domestic activity continued at its modest pace. For value investors,...
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