SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
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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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Small Cap Diary: WHAUP & AIMIRT
Today, we met up with power company Wha Utilities And Power (WHAUP TB) and the first listed REIT in Thailand called AIMIRT or AIM Industrial Growth...
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