EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
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Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors
We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so...
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GOLD: 39% Sales Growth Along with Margin Expansion
GOLD reported FY2Q18 net profit of Bt465m (+53%YoY, -25%QoQ). The FY1H18 result was 51% of our full-year forecast and in line with our forecast....
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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GOLD: Determined Plan to Reach Top Five in Thai Property
We initiate coverage on GOLD with a BUY rating, based on a target price of Bt18 and derived from the 20xPE’18E of World Real Estate sector. The...
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