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 &...
518 Views
BJC: Gaining Market Share on Modern Retail Business
Yesterday analyst meeting came out with slightly positive tone. However, weak short-term performance from rising energy cost and lower consumer...
245 Views
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
289 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya Milk, Berli Jucker, and GoTo's Debut on IDX
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
359 Views