The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
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StubWorld: PTT Public Is Trading Cheap
I'd look to buy PTT outright; or hedge 40% with PTTEP (worth 36% of NAV); 15% of PTT Oil (worth 14% of NAV), together with O&G names to short.
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PTT (PTT TB): Asset Sales And Solid Results
PTT's goal is to make Thailand a liquified natural gas hub in Asia. The market appears to be fully pricing in this ambitious roadmap.
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The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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