Snippets #42: Property and Auto Downturn, Air Asia Looks For a Partner
Five interesting trends or news that may impact Thai equities on our radar: The auto downturn in April is more severe than what was experienced...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Interesting Stocks to Consider in ASEAN, Vol. 2
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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