The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
346 Views
HANA: Covid-19 Impact Has Passed
We maintain HOLD rating for HANA with a new 2021E target price of Bt38.50, derived from 13.8xPE’21E, which is +0.5 SD of its 5-year trading...
242 Views
SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
566 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
302 Views