Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Week that Was in ASEAN@Smartkarma -Â Railways, Scandals and Dog Fights
This week's offering in ASEAN includes a plethora of company visits and on the ground commentary from our Insight Providers in South East Asia.TOP...
399 Views
Thailand Short Interest Weekly (Apr 24th): SCB X, True, CP ALL, Bumrungrad Hospital, SCC, Scb X, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in SCB X, True, CP ALL, Bumrungrad Hospital, SCC,...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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