The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
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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The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
525 Views
Smartkarma Originals
Smartkarma Originals: APAC Healthcare Series - Top Picks Are Poised for Multi-Year Growth
APAC healthcare is among the world’s fastest growing markets, thereby gaining importance from investors. We have highlighted 4 APAC healthcare...
895 Views
Thailand Short Interest Weekly (Jul 17th): CP Foods, Krung Thai Bank, Bumrungrad Hospital, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in CP Foods (CPF TB), Krung Thai Bank (KTB TB),...
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The Stocks to Own in Thailand – Vol. 35
Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...
566 Views