The Stocks to Own in Thailand – Vol. 39
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Nine stocks remain, five new join...
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Bangkok Express and Metro (BEM): Marching On
The early sign of recovery is there and BEM has proven that it participates and does not lag behind the improvement in the ridership recovery as...
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MTR (66): Open or Closed?
The Chinese government is to reduce the quarantine period may bring some positive sentiment to MTR but the border between China and HK remains...
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Thailand Reopening: Tourist Traffic Increase Beneficiaries
Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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