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刚入手了 Interra Resources, 同Yoma一样也是缅甸背景，最近也很火，大家可以关注下
Edge 转了个报告
Fw: (NS6) Edge Singapore: Myanmar to benefit from QE, China shifts: Nomura
Frontier markets are potential beneficiaries of a liquidity-boosted global recovery, Nomura says, noting previous QE exercises provided notable support. Among frontier markets, it also tips Myanmar as among structural-rebalancing beneficiaries, positioned to benefit from China’s ongoing shift up the value-added curve and away from lower-value-added labor-intensive manufacturing activity.
“These ‘structural beneficiaries’ offer the most attractive Frontier thematic from the standpoint of bankable longer-term investable opportunity.” It adds, Myanmar also offers opportunities based on its political reform. “While Myanmar’s stock market remains primitive and practically off-limits to foreign investors, exposure can be obtained through Singapore-listed Yoma Strategic Holdings (Z59.SG) and Interra Resources (5GI.SG) (which respectively derive 98% and 57% of total revenues from Myanmar).”
It adds, given geographic proximity and historic trade ties with Thailand and China, some Thai and Chinese companies are well-positioned for a role in Myanmar’s development, with Italian-Thai Development, Siam Cement, PTT, CNOOC, and Huaneng already actively developing projects there. Yoma is up 5.6% at $0.57 with 46 million shares changing hands on the SGX; Interra is up 2.3% at $0.44.
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