Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views
Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
733 Views
Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan
In this review, we highlight 5 recent trends/news flow that may impact Thai equities: BTS shifts into hyperactivity buying 7% of RS (cosmetics,...
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