The Stocks to Own in Asia – Vol. 41
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains, 13 stocks added.
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Trip.com Q123 | Revenue Surges Past Q119 Level | Decade-High Margin | But Our Thesis Is Unchanged
Trip.com posted a strong result in Q123, with Revenue finally above pre-Covid levels and core margins at a decade-high. But management seemed to...
611 Views
Monthly Chinese Tourism Tracker | Recovery Continues | But Seats Stay Empty | (May 2023)
In April domestic and international air traffic continued to improve from depressed pandemic levels, but there are growing signs that Chinese...
716 Views
Chinese Outbound Tourism Recovery Accelerates, But Still a Fraction of Pre-Covid Level
Chinese tourism activity accelerated last month (particularly outbound travel), but it remains at a fraction of pre-Covid levels -- we see no...
489 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
466 Views