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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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...
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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...
327 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.
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