The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
288 Views
SYNEX: Expect Earnings to Grow YoY in 2020 but Has Mostly Priced In
We expect SYNEX earnings to grow 15%YoY in 2020E amid negative environment in overall spending induced by global widespread of coronavirus. This...
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The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
343 Views
SYNEX: 3Q19 Earnings Reached All-Time Low as Huawei Dilemma Remain
Analyst meeting yesterday came out with negative tone as 4Q19 revenue was expected to drop YoY due to high base and a fall in Huawei products...
357 Views