The Week That Was in ASEAN@Smartkarma - Indocement, Indonesia Chemicals, and Thai Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
358 Views
RATCH: Slow but Steady 2020-21 Earnings Outlook
We downgrade RATCH to HOLD rating to reflect the earnings revision. We also cut our target price by 9% to Bt74.5 derived from sum-of-the-parts...
398 Views
SET50 Index Review - VGI In, ROBINS Out
The Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index last evening post market close and the...
560 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
638 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
486 Views