Agri & Food: Momentum in 2Q24E Expected to Grow YoY and QoQ
In particular, major meat operators, including those engaged in the swine business in Vietnam, are anticipated to shift from losses in 2Q23 to profits
463 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
295 Views
Meat Sector – Thai Swine Prices to Recover in 2H24E
The Thai swine industry is anticipated to face continued challenges this year, though not as severe as the difficulties encountered in 2023.
348 Views
Quiddity Leaderboard SET50 Dec 23: JMT Network Addition and Centel Plaza Deletion Likely
If you believe deletions fears have been factored into DELTA's share price, getting LONG DELTA vs the SET 50 index could be an interesting trade...
440 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
400 Views