Delta Electronics (2308 TT) - Buy Into Short-Term Weakness - Architecture Confidence Increasing.
Delta remains well placed to capture the AI power upgrade cycle, with PSU leadership extending into DC/DC, BBU and HVDC power racks as 800VDC...
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The Stocks to Own in ASEAN – Vol. 45
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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Thailand Short Interest Weekly (Aug 21st): Gulf Energy Development, TMBThanachart Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in Gulf Energy Development (GULF TB), TMBThanachart...
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Recommendation: Wait & See
Asian bourses rebounded after US bond yields dropped and the market shifted its focus from the Middle East conflict. The index experienced a...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
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