Technical Analysis - The Trend - Feb 16, 2024
The index has an unclear direction after continuing to swing sideways in a narrow range, but we expect upward movement because it attempted to rise...
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Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
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The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
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Sansiri - Uptrend Momentum Intact
We have upgraded our rating to Buy (from Outperform), as our valuation metrics suggest that the stock is attractive in terms of both the current...
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