The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
364 Views
Berli Jucker (BJC TB) - Back on the Boil
Berli Jucker (BJC TB) continues to be an interesting recovery play as an indirect play on tourism and consumption recovery as well as now declining...
337 Views
Thailand SET50 Quiddity Dec 22 Final Expectations: DTAC-TRUE Delay Could Cause RATCH-IRPC Surprise
I expect 4 ADDs/DELs in the Dec 22 Rebalance. The Expected ADDs (DELTA, BJC, RATCH, and COM7) could outperform the Expected DELs (KCE, BLA, SAWAD,...
331 Views
SET50 Index Rebalance Preview: Four Potential Changes in December
Following the market consultation, there could be 4 index change in December. Estimated one-way turnover is 8.1% and will result in a one-way trade...
568 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views