Uncovered Thai Stocks: BAFS (4Q25)
The efficiency is very good when looking at the growth in sales relative to the growth in assets The company has delivered strong sales growth,...
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Uncovered Thai Stocks: BAFS (3Q25)
The efficiency is excellent when looking at the growth in sales relative to the growth in assets The company has delivered excellent sales...
95 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
496 Views
Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
287 Views
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...
227 Views