Letters by company

Siam Cement PCL ADR

1 letter discussing SCVPY. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Growth and Income Fund attributed its differentiated quarter to stock selection beyond AI, led by consumer holdings, financials and corporate restructurings. It added HDFC Bank, retained Samsung Electronics common shares while selling its preferred shares to reduce AI-cycle risk, and exited several smaller holdings. fourth quarter of 2025 HDB $125BSSNLF $1305T