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...
272 Views
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...
491 Views
Company Update - AAPICO HITECH (AH TB) - MAY 30, 2023
We switch our rating to Outperform (from Buy). Our valuation metrics suggest that AH is attractive in terms of the current valuation, while the...
233 Views
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...
313 Views
Small Cap Top Picks - August 8, 2022
We recommend buying M to speculate on the expected strong recovery of its 2Q22E earnings following the reopening of the country.
170 Views