The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
206 Views
PTT (PTT TB): Asset Sales And Solid Results
PTT's goal is to make Thailand a liquified natural gas hub in Asia. The market appears to be fully pricing in this ambitious roadmap.
264 Views
EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
352 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
307 Views
Inpex (1605 JP) - Earnings, Forecasts and a BIGLY Buyback
inpex (1605) has announced earnings (as expected), revised guidance (still light), a div hike (nice) and a big buyback. Language suggests it will...
476 Views