The Stocks to Own in ASEAN – Vol. 52
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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ASEAN Builder's Scoop (15Aug22) - DASIN Defers Distributions, Extends Loan Facilities
BHGREIT dragged by one-off costs; UOL hotel ops leading the way; ART buys 9 props with +2.8% DPU accretion; STRTR divvy specie in ESR shares; ALI...
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ASEAN Builder's Scoop (8Jul22) - SPHREIT Reopening Play Intact
Amazon taking 369,000sqft lease at IOI Central Boulevard; UOL previews AMO Residence at S$1,890psf; Record warehouse leasing in Apr22; HDB resales...
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