SET50 Index Rebalance Preview: One High Probability Change; Another One Is Close
KCE could replace TIDLOR in the SET50 in Dec. ITC is a close add and could replace SAWAD. The impact on the stocks is big given the index is...
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Thailand Short Interest Weekly (Nov 15th): Delta Electronics, Bumrungrad Hospital, CP ALL, SCC
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Bumrungrad Hospital, CP ALL, SCC.
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The Week That Was in ASEAN@Smartkarma - Berli Jucker, CSAP, and Silverlake Asia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated substantive, and actionable insights, macro and equity...
337 Views
CrossASEAN Ground Zero - Shopee & YouTube, MR DIY Rollingout, GOTO, and AI & Micro Lending
This week we look at Shopee's tie-up with YouTube on e-commerce in Indonesia, MR DIY's next plan to list in Indonesia, and GoTo helping to drive...
303 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
244 Views