The Stocks to Own in Thailand – Vol. 51
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
201 Views
The Stocks to Own in Thailand – Vol. 50
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: 10 stocks remain, four new join...
204 Views
The Week That Was in ASEAN@Smartkarma - SingTel & Optus, Jollibee Foods, and 14 Thai Stocks
The past week saw insights on Singtel (ST SP) and Optus, Jollibee Foods (JFC PM), MK Restaurants Group (M TB) and Agung Podomoro Land (APLN IJ).
536 Views
Oishi Group (OISHI TB): Shareholders Approve the THB59.00 Delisting Offer
The delisting now requires SET approval. At the last close and for an end of July completion, the gross and annualised spread is 2.2% and 9.4%,...
560 Views
Oishi Group (OISHI TB): IFA Recommends the THB59.00 Delisting Offer
The THB59.00 offer is attractive. The IFA’s fair value is THB53.48-56.42 per share. At the last close and the end-July completion, the annualised...
409 Views