Last Week in Event SPACE: NTT, Frasers Hospitality, Genting/Macau, United Tractor, Arb Shockers
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
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United Tractors (UNTR IJ) Buyback - One Month To Go
United Tractors launched a 3-month buyback program 2 months ago. There's one month left. The underlying reasons for expecting outperformance remain.
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The Week That Was in ASEAN@Smartkarma - Ace Hardware SSSG Turns Up, United Tractors, and CPALL
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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United Tractors (UNTR IJ) - A Commodity Proxy with Substance
United Tractors possesses hidden value in Agincourt gold reserves, which are worth more than the company's market cap. Valuations remain below...
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