The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
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The Stocks to Own in Thailand – Vol. 47
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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FMS Outlook Following Trump's Victory as US President - November 19, 2024
The survey, which took place between November 1-7, includes 22% of responses gathered after the US election results were announced — reflecting...
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Economic Update: 3Q24 GDP Growth - Upbeat 3Q24 GDP Growth
KTX expects the better-than-expected 3Q24 GDP growth report, along with the NESDC's upward revision of 2024E GDP growth to 2.6% (from 2.5%), to...
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Amata Corporation - In-Line Profit; Concerns over Declining GPM for Industrial Estates
We maintain a Neutral rating, with a negative view on the fundamentals as the current stock price shows 11% downside from the 12M FWD fair value of...
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