The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
196 Views
Thailand SET50 Quiddity Leaderboard Dec 22: BJC Is the Most Interesting Name
I expect RATCH to replace DTAC in the SET 50 index prior to the December Rebalance. DELTA, BJC, and COM7 could be added and KCE, BLA, and SAWAD...
290 Views
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
216 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views
SET50 Index Rebalance Preview: Two High Probability Changes; One Low
We see 2 high probability changes and 1 low probability change at the June review of the SET50 Index. JMT, JMART & BJC could replace STGT, RATCH &...
520 Views