4Q22E Market Outlook: SET Haven
We are optimistic about the potential recoveries of global equity markets late this year, based on the expectation that the Fed will pause its...
193 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
436 Views
TISCO : A Goose with Golden Eggs
Maintain BUY for TISCO with a new target price of Bt108. We like its high dividend yield, expected at 8.3-9.1% for 2022-24. We expect moderate net...
254 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
393 Views
TISCO : Small but Strong
Maintain BUY for TISCO with a target price of Bt106.00. We like its high dividend payment and solid fundamentals. TISCO’s net profit was 6% better...
386 Views