SET50 Index Review - VGI In, ROBINS Out
The Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index last evening post market close and the...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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GPSC: The Glowing Power Flagship of PTT Group
We initiate coverage of GPSC with a BUY rating, based on a 2020E target price of Bt98, derived from a discounted cash flow valuation (WACC 4.5% and...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
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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