Quiddity Leaderboard SET50 Dec26: Some Changes to Expectations
We currently see Central Plaza Hotel (CENTEL TB) as an ADD and Land & Houses (LH TB) as a DEL for the December 2026 index review. Our expectations...
169 Views
Thailand Short Interest Weekly (Aug 7th): Delta Electronics, SCC, Gulf Energy Development, CP ALL
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics (DELTA TB), SCC (SCC TB), Gulf...
128 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
550 Views
Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
316 Views
Thailand Short Interest Weekly (Jul 31st): TISCO Financial, Kiatnakin Phatra Bank, Krungthai Card
We analyzed SET short interest report for the past week and highlighted short interest changes in TISCO Financial (TISCO TB), Kiatnakin Phatra Bank...
95 Views