Big Cap Tactical Picks - August 5, 2022
We suggest selling MEGA (with there turn since it was first added at-0.50%), as the stock has fallen out of our top rankings.
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Big Cap Tactical Picks - August 4, 2022
Yesterday, our Big Cap portfolio generated a return of +0.33% vs. the SET Index’s return of +0.35%. The share prices of stocks under the reopening...
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Big Cap Tactical Picks - Aug 3, 2022
MEGA’s share price has rebounded by more than 5% over the past two weeks on the market’s expectations for a limited impact from Myanmar’s government
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Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
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Thai Life Insurance IPO Trading - One for Domestics and Cornerstones
Thai Life Insurance (TLI) raised around US$975m in its Thailand IPO. Cornerstone investors, including GIC, took up around 54% of the deal. In this...
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