The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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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...
327 Views
BEM : 3Q22 Earnings Hit 12-Quarter High and Beat Estimates
BEM report 3Q22 net profit at Bt863m, the highest level in the past 12 quarter. The result came out above our and market estimates by 18% and 9%...
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Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
138 Views
4Q22E Market Outlook: SET Haven
We are optimistic about the potential recoveries of global equity markets late this year, based on the expectation that the Fed will pause its...
114 Views