Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
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The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
300 Views
MINT : Concern over Surging Utility Price in EU Has Priced In’’
We believe a 17%QTDcorrection in stock price create opportunity for investor to accumulate as it has substantially priced in potential impact from...
300 Views
MINT : Continue to Deliver Solid Earnings in 2H22
The company post net profit for the first time since pandemic began at Bt1.6bn in 2Q22 (vs. 3.8bn loss in 1Q22). The result came out above our...
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Big Cap Tactical Picks - August 9, 2022
We suggest selling JMART after we recommended buying it yesterday because the stock has fallen out of our top rankings (with the return at +0.51%).
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