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...
312 Views
Esso Thailand: Ignore Bangchak Corp’s Takeunder
Without a quantum shift in Esso's fundamentals over the next 6-8 months, this is a takeunder. A 17% fall is excessive. Shareholders should ignore...
442 Views
The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
361 Views
Esso Thailand: Bangchak Corp's Takeunder
Without a high degree of clarity on Esso's net debt and working capital adjustments, this is an avoid for arb investors. From an equity valuation...
598 Views