Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
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Tong Yang Industry - Record Profit With Improving Financial Position
Tong Yang Industry is now seeing record profit in FY23 better than the preceding 10 years, where 1Q24 shows no let up. Improving sales in the US...
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The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
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The Stocks to Own in Thailand – Vol. 40
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine new join...
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