Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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CPALL Bear Support and Topside Pivot
CP All PCL (CPALL TB) shows a number of compelling bearish chart signals in the form of a macro wedge support break, piercing below a momentum...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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Snippets #29: Nomura Considers De-Listing, Return of Chinese Tourists
Five recent developments / news flows that came on our radar screen recently: Capital Nomura considers de-listing. CNS, one of Thailand's oldest...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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