Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
829 Views
The Week That Was in ASEAN@Smartkarma - CPALL & Tesco, Indonesian Media, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
463 Views
Thailand Short Interest Weekly (Jun 12th): Indorama Ventures, Bangkok Bank, Muangthai Capital
We analyzed SET short interest report for the past week and highlighted short interest changes in Indorama Ventures (IVL TB), Bangkok Bank (BBL...
109 Views
Thailand Short Interest Weekly (May 29th): Cal-Comp Electronics, Energy Absolute, TMBThanachart Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in Cal-Comp Electronics (CCET TB), Energy Absolute...
117 Views
EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
423 Views