STI Chalks Up 12% Return in 1H21 on Multiple Rotations
While the STI declined 1.1% in 2Q21, this was the strongest first half of a year for the STI since 2017, with the STI generating an 11.9% total...
1.4k Views
Airport of Thailand (AOT): Phuket Sandbox
The Phuket reopening sandbox will be a proof of concept of whether 1) Thailand's health infrastructure is ready to accept foreign tourists and 2)...
379 Views
BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
705 Views
STI Rebounds 4% Since 14 May, Continues to Outpace Global Benchmark in YTD
With resilient business investment and regional trade supporting Banks, Industrial and Manufacturing-related stocks, in addition to multiple...
686 Views
Last Week in Event SPACE: Sing Air, JD Logistics, China Mobile, Angang/Bengang, Link Admin, Xiaomi
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
389 Views