Primer: Smartkarma (SMARTKARMA SP) - Oct 2025
Smartkarma is a global investment research network that connects independent insight providers with institutional investors, operating on a...
208 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
477 Views
KNR Constructions: Strong Performance; Healthy Outlook
Price escalation clause in roads agreement and higher margins at irrigation projects likely to keep operating margin elevated Key Risk: (i) Delay...
287 Views
Thai Beverage (Thbev): Delayed Beer IPO and Undervaluation
Thai Bev has not been very fortunate in the past few weeks; rising cases in Bangkok that caused the management to call off the BeerCo IPO, dampened...
583 Views
China Feihe (6186): Flying No More?
In this insight, we shall discuss the impact of the worsening crisis in Hong Kong to China Feihe (6186 HK) although it seemingly has no direct...
677 Views