The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
417 Views
Home Product Center (HMPRO TB): Return To Growth
Home Product Center (HMPRO TB) is a play on improving Thailand consumer sentiment driven by easing inflation, formation of new Thai government, and...
292 Views
Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small
Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look...
741 Views
MR D.I.Y. Group (MRDIY MK) - Unique in Malaysia
MR D.I.Y. has a unique market position and strong brand in Malaysia, and Brunei and generates much higher ROEs than its regional peers hence...
683 Views
HMPRO : 3Q22 Earnings Slightly Above Our Forecast
Maintain BUY recommendation for HMPRO with a higher target price of Bt18 (Previous TP: Bt17). Our new target price reflects 2023 earnings upward...
106 Views