The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
411 Views
Revisiting Mitr Phol Group: Erawan and Banpu
We visited three companies in the Mitr Phol Group, namely hotel chain Erawan, the and Thailand's largest coal producer Banpu. This is a quick...
600 Views
The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views
SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
690 Views
SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
536 Views