ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
387 Views
ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
307 Views
Thai Beverage (THBEV): All Stars Aligned
Phuket is the only place that alcoholic beverages are allowed to be sold on-premises. Soon, the policy will be applied to the whole nation...
450 Views
Thai Bev (THBEV SP): Neither Recovery nor BeerCo IPO Is Priced In. SOTP Suggests Upside.
SOTP based valuation analysis suggests room for near-term upside even at conservative valuation multiples assuming the worst of COVID is past us.
472 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
331 Views