The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
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Intouch? Or Perhaps "Out Of" Touch
INTUCH looks expensive here. But I've called INTUCH wrong after GULF entered the scene. I'd still avoid INTUCH. Both AIS and Thaicom have put...
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U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...
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SET50 Index Rebalance Preview: Four Changes as Adds Outperform Deletes
There should be 4 changes to the SET50 in December. Passive trackers will need to buy between 0.5-4.3x ADV on the inclusions and sell between 0.1...
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Energy Absolute: Trying to Be a B+ Credit
Update on Energy Absolute 's probability of default shows high risk compared to peers using iRAP Global Plus PD Toolkit. No recommendation due to...
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