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 Week that Was in ASEAN@Smartkarma - Education, Casinos and Political Shenanigans
Special Insight from Howard J Klein In How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos, Howard J Klein...
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Attractive Thai Stocks for an SET Breakout
Given the bullish SET 50 index pattern and chart set-up we scanned through the top 50 stocks in Thailand and came up with this group of stocks that...
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Star Petroleum Placement - Just PTT Clearing up Their Remaining Shares in SPRC
PTT PCL (PTT TB) is finally exiting Star Petroleum Refining Pcl (SPRC TB) some two years after its IPO. The deal is about US$111m (234m shares) and...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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