Interesting Stocks to Consider in Thailand, Vol. 2
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 Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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A DEEP DIVE Into The Economics of Catur's Mitra10
At just USD 170m, Catur Sentosa Adiprana Tbk (CSAP IJ) has a profile with investors far beyond its market cap, largely through association with...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Homepro Struggles Against High Base Effects
This week, we visited Homepro, the country's largest home improvement retailer. We have only indirect exposure to this stock through a small...
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