Favor Defensives as S&P 500 Tests 4165-4200; Buys in Consumer Staples & Europe/UK Telecomm
The $SPX is approaching the 4165-4200 area; we continue to believe this will cap upside in 2023. Considering limited upside, we continue to favor...
591 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
703 Views
TRUE CORPORATION Plc. (TRUE): Core Earnings Slightly Beat Expectations on Lower Tax Expense – Buy (12M FWD Fair Value Bt16.00)
TRUE reported 2Q26 net profit of Bt6.6bn (+223% YoY, -1% QoQ) and core profit of Bt7.0bn (+67% YoY, +10% QoQ), beating our forecast by 5%. Core...
106 Views
Krungthai XSpring Zoom Eng. August 4, 2026
The US 10-year Treasury yield eased to 4.68% after crude oil prices fell more than 5%, helping to ease inflation concerns and support risk...
113 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
494 Views