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.
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SCC : 2Q22 Core Profit Recovered as Expected
We keep our BUY call with a TP of Bt445 derived from 13.7xPE’22E, which is close to its 10-years trailing average. We recommend accumulating to...
224 Views
SCC : Meaningful QoQ Recovery Expected in 2Q22
We maintain our BUY call with a TP of Bt445 based on 13.7xPE’22E, which is close to its 10-years trailing mean.We recommend investors to accumulate...
236 Views
The Stocks to Own in Thailand – Vol. 37
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...
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The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
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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