Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
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The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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Snippets #45: Lobster Alliance, CP All Goes to Laos
Thai Union forms an alliance with restaurant honchos MK and Minor. While CP All expands into Laos, its parent company CP Foods consolidates its...
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The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Reality Check XXV: How Much Upside Is Cambodia Worth to CP All?
CP All recently secured rights to expand into Cambodia. In this Reality Check, we dig a little deeper into what it is potentially worth to the...
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