The Week That Was in ASEAN@Smartkarma - Berli Jucker and Tourism, Harita Nickel IPO, and S-REITS
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
444 Views
Berli Jucker (BJC TB) - A Retail and Packaging Fuelled Growth Story
Berli Jucker should see a recovery in its packaging and retail businesses in 2023, with less pressure on margins from higher input costs, and new...
623 Views
Quiddity Leaderboard for SET Jun 23: DTAC-TRUE Intra-Review Changes
There could be 8.2mn shares to buy in Srisawad which translates to an estimated impact of 0.8 days of volume and a flow size of US$13mn.
614 Views
Central Retail Corp Ltd (CRC TB) - Realising a Fashionable Recovery
Central Retail Corp remains a core holding to play the retail recovery in Thailand and Vietnam, with the tailwind from the recovery in tourism...
522 Views
Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case
There could be 15 days of volume to buy in Ramkhamhaeng Hospital (RAM TB) if the name achieves a 15% relative gain vs other names and becomes a...
480 Views