The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views
Delta Electronics (DELTA TB / 2308 TT): Waiting for a Reversal
The DELTA TB / 2308 TT spread has widened significantly but there is a risk of a further blow out in the price ratio. We'd monitor the trade and...
554 Views
Delta Taiwan Vs. Thailand Monitor: SET50 Re-Inclusion Surge, Biggest Diversion in History
Delta Taiwan's stake in Delta Thailand alone is now worth nearly 90% of its market cap. Now that the SET50 re-inclusion surge is passed, it could...
339 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thai Joining SET50, Could Open Up Rare Rel Valuation Level
The "Illogical" valuation is back -- Delta Taiwan trades as a smaller company despite being a substantially larger franchise.
680 Views
Thailand SET 50 Dec 22 Rebal: Good Hit Rate, Successful Pre-Event Trade, Unwind Now
Quiddity's Long Expected ADDs - SHORT Expected DELs trade has delivered a net positive return of 3.6% in 14 trading days. It might be time to...
719 Views