The Stocks to Own in ASEAN – Vol. 51
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.
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Mayora (MYOR): Indo Sugar Tax - A Negative
Mayora's earning t is expected to suffer from the introduction of sugar tax in Indonesia while Unilever, whose share price has also suffered as bad...
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The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
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Ultrajaya Milk (ULTJ IJ) - Bringing Milk to the Children
Ultrajaya has seen a strong recovery in its dairy business in 3Q2024 and will be a key beneficiary of the school meals program in Indonesia,...
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Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
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