SET50 Index: Market Consultation & DTAC/TRUE Merger Impact
We look at potential index changes following SET's proposal to reduce the monthly turnover ratio from 5% to 2%. Separately, the DTAC/TRUE merger...
535 Views
SET50 Index Rebalance Preview: Three Potential Changes in December
There could be 3 changes to the SET50 at the December rebalance. One is a high probability change while two others are potential adds/deletes. Some...
624 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
346 Views
CENTEL : Back to Net Profit Again in 2Q22 Before Recovering up In
Maintain BUY recommendation for CENTEL with a target price of Bt49.0. The company’s 2Q22 net profit came out above our expectation at Bt22m in...
231 Views
Big Cap Tactical Picks - August 9, 2022
We suggest selling JMART after we recommended buying it yesterday because the stock has fallen out of our top rankings (with the return at +0.51%).
272 Views