The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KLCI Index Rebalance Preview: The Gloves Could Come Off
AMMB and QL Resources could replace Hartalega and Top Glove in the KLCI at the December rebalance. Westports is a close add, while Top Glove needs...
409 Views
Sri Trang Gloves (STGT TB): 2022 Started On a Weak Note; Lower ASP Is Industry Wide Phenomena
STGT reported massive revenue and earnings decline in 1Q22, a trend expected to continue in the rest of the year due to lower ASP. However, the...
487 Views
Singapore-listed Manufacturing Stocks on the Move
Singapore’s Industrial Production has booked 9% growth for the first 5 months of 2022, following 13% growth in 2021 and 7% growth posted in...
686 Views
MyEG (MYEG): Why Not Own It?
My E.G. Services' share price is pummelled down from the reopening sentiment, although investors missed the point on this given the range of...
371 Views