The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
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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Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
167 Views
TFG (TFG TB): Strong Export Prices and Low Feed Cost to Support Margin
Strong sales momentum, high level of cash sales, and good price momentum relative to its sector Top line should remain strong, supported by...
164 Views