The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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M: Improved Cost Control at Growing Hot-Pot Chain
Good price momentum and share price is less volatile relative to itssector Operating margin continued to expand YoY in 2Q17 due to moreproducts...
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Stocks for Mother's Day
Mother’s Day in Thailand is celebrated on the long weekend between August 12 to 14 and coincides with the Queen’s birthday. As such, the Thai stock...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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