SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
435 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
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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Smartkarma Originals
Pet Care Sector in Asia: Saga Has Just Started. Opportunities Galore.
Asia pet care industry is in the early stages of growth. Attractive product white spaces for new entrants. Notable Asia based players profiled....
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