The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
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Aequitas: Manipal Health IPO - RHP Updates and Thoughts on Valuations
Manipal Health Enterprises (MHEL) is looking to raise up to US$960m in its upcoming India IPO. In this note, we talk about the recent updates and...
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The Stocks to Own in ASEAN – Vol. 39
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, and nine new join...
557 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Thailand Short Interest Weekly (Jul 24th): Krung Thai Bank, THAI AIRWAYS INTERNATIONAL, CP Foods
We analyzed SET short interest report for the past week and highlighted short interest changes in Krung Thai Bank (KTB TB), THAI AIRWAYS...
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