Primer: Thailand Future Fund (TFFIF TB) - May 2026
Thailand Future Fund (TFFIF) offers investors a unique, government-backed vehicle to gain exposure to Thailand's critical infrastructure...
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Today's Dominant Ideas
Technically, the SET Index is expected to move sideways up, with the resistance at 1,301/1,306 points (25-day EMA) and the support at 1,287/1,281...
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Infratil CDC—Racking Up the Returns
All else equal, we estimate the share-price-implied valuation of CDC is ~NZ$11bn (IFT’s ~50% stake), or ~15x current contracted EV/EBITDA. CDC has...
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The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
578 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
580 Views