Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
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ERW : Expect Turnaround in 4Q22, but Has Mostly Priced In
We downgrade ERW to HOLD while cut target price to Bt4.20. (Previous TP: 4.60) after earnings downgrade in 22-23E chiefly from rising cost...
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Special Report: Global Fund Manager Survey
We maintain our recommendation for stocks under the reopening theme that should benefit from the peak seasons for spending and tourism
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SET50 Index Rebalance Preview: Three Potential Changes in December
There could be 3 changes to the SET50 at the December rebalance. One is a high probability change while two others are potential adds/deletes. Some...
427 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
233 Views