SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Quickie Visit to DEMCO
There's a lot going on in the renewable power space. Most notably, EA has been making the headlines on almost a daily basis with talks about the...
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Snippets #9: MINT Acquires Benihana
PTT Wants to Build Your Next Train! Intuitively speaking, the national oil company isn't the first company that comes to mind when Thailand needs...
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