Thai Strategy 2021 (Part 2): Top 10 Stock Picks
Go with big caps (BBL, MINT) to catch the QE wave. Give the new listings (CRC, KEX) a shot, and don't miss out on AsiaSoft, our ultimate top pick.
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StubWorld: Melco (200 HK) At NAV Trough Levels
his week in StubWorld ... Commercial real estate (in the world's most expensive city) - check. Hotel exposure - check. Marine services -...
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The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
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Last Week in Event SPACE: Vedanta, Cardinal Res., Japan Retail Fund, HSBC, Opticomm, Tiffany/LVMH
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
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