The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #43: Wutthisak Clinic Bankruptcy, Supalai Goes Down Under
Five recent interesting trends/news that could influence Thai equities/markets include: Wutthisak Clinic files for bankruptcy. Once one of...
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Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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RATCH: 2Q20 Earnings to Grow from IPP Seasonality
Last week analyst meeting came out in a positive tone. 2Q20 earnings outlook looks solid from IPP seasonality and profit recognition from 290MWe...
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