EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
240 Views
Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors
We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so...
135 Views
GOLD: 39% Sales Growth Along with Margin Expansion
GOLD reported FY2Q18 net profit of Bt465m (+53%YoY, -25%QoQ). The FY1H18 result was 51% of our full-year forecast and in line with our forecast....
140 Views
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
215 Views
GOLD: Determined Plan to Reach Top Five in Thai Property
We initiate coverage on GOLD with a BUY rating, based on a target price of Bt18 and derived from the 20xPE’18E of World Real Estate sector. The...
210 Views