The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
357 Views
GULF: Fastest Growing Utility Player in Thailand
We initiate coverage of GULF with a BUY rating, based on a 2021E target price of Bt44.6, derived from a sum-of-the-parts (SOTP) methodology. Our...
335 Views
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
413 Views
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...
643 Views
IPO Radar: AWC (Part I), Possibly the Biggest IPO in 2019
Chareon's TCC Group is planning to launch the IPO of AWC or Asset World Corporation sometime later this year. Unless CDS (Central Department...
629 Views