The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
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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Delta Electronics (DELTA TB / 2308 TT): Waiting for a Reversal
The DELTA TB / 2308 TT spread has widened significantly but there is a risk of a further blow out in the price ratio. We'd monitor the trade and...
554 Views
Delta Taiwan Vs. Thailand Monitor: SET50 Re-Inclusion Surge, Biggest Diversion in History
Delta Taiwan's stake in Delta Thailand alone is now worth nearly 90% of its market cap. Now that the SET50 re-inclusion surge is passed, it could...
339 Views
TWSE Short Interest Weekly (Jan 20th): Alexander Marine
We analyzed TWSE short interest report for the past week ended on Jan 20th and highlight short interest changes in Alexander Marine.
357 Views
TWSE Short Interest Weekly (Jan 13th): Delta Elec, Cathay Financial, Gigabyte Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Delta Elec, Cathay Financial, Gigabyte Tech.
311 Views