Five Milestones Thailand Hit in 2017
Well, it's 2018 now. We've looked into the future with our three part strategy series in December, and in this review, we highlight the five major...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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CPALL (CPALL TB): More than 10,000 7-Eleven Stores in Thailand
High earnings quality, good price momentum, and earnings on an upcycle trend relative to its sector Aggressive store expansion should continue to...
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Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
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The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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