Primer: Sm Prime Holdings (SMPH PM) - Aug 2026
SM Prime (SMPH) is one of the largest integrated property developers in Southeast Asia, with a dominant footprint in the Philippines across...
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CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
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Real Estate: Recovery Among Active GEM Funds
Real Estate exposure among active Emerging Market funds is rebounding after a decade-long bear market from 2012-2022, with the U.A.E leading the...
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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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The Stocks to Own in Asia – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, it has generated a before-fee total...
496 Views