The Stocks to Own in Asia – Vol. 43
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stock remains, 11 stocks added.
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Thanks to High Cargo Yields & Early Tourism Rebound, EVA & CAL Remain Highly Profitable in H223
Air cargo rates at EVA remain high, and a strong recovery in Taiwanese tourism demand is lifting passenger yields, too. Investors are pricing in a...
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Monthly Chinese Tourism Tracker | Recovery Still Sluggish | Trip.com as Value Name | (November 2023)
October outbound demand increased vs September but remains below pre-pandemic levels. We've long viewed Trip.com negatively as a growth stock, but...
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China to Provide Visa-Free for Six Countries - Why and The (Possible) Impact
​China is opening visa-free entry for more countries, aiming to improve its global image and become a preferred aviation hub in North Asia. Could...
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The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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