SET50 Index Rebalance Preview: One High Probability Change; Another One Is Close
KCE could replace TIDLOR in the SET50 in Dec. ITC is a close add and could replace SAWAD. The impact on the stocks is big given the index is...
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Berli Jucker (BJC TB) - ASEAN Consumption Proxy
BJC continues to grow Big C through expanding stores, with MMVN also starting to expand in Vietnam. Valuations remain attractive on 12x forward PER...
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The Stocks to Own in Thailand – Vol. 54
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: five stocks remain, nine new join...
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Thailand Short Interest Weekly (Sep 25th): Delta Electronics, Minor International, Bangkok Dusit
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics (DELTA TB), Minor International...
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The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
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