The Week that Was in ASEAN@Smartkarma - Premium Services, Wisdom, and Energy
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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Last Week in Event SPACE - BGF, Yakult, Celltrion, Linde, CPALL
Last week, BGF Co Ltd (027410 KS) is a short, if you can source borrow; a positive tilt on the Danone sale in Yakult Honsha Co Ltd (2267 JP), yet...
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StubWorld - Set-Up & Unwind Extremes: CPF/CPALL
This week: despite a multi-year low against CP All PCL (CPALL TB), it is challenging to dragoon a set-up for Charoen Pokphand Foods Pub (CPF...
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Reality Check XII: How Much Upside Can CP All Squeeze from a New Banking Venture?
The Ministry of Finance has reportedly become more receptive to the idea of CP All entering the banking business. While there is nothing inked with...
172 Views
US Government Shutdown a Short Term Catalyst for Thai Equities
An Element of Surprise. Many years ago, President Obama and Speaker Boehner faced each other off in a similar standoff over the budget, but finally...
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