A2B Australia (A2B AU): ComfortDelGro’s Binding Proposal
The shares are trading through terms. However, a bump is unlikely as the offer is attractive, and several substantial shareholders have sold down...
833 Views
WisdomTree Emerging Markets SmallCap Dividend Index Rebalance: 45% Turnover & US$2.5bn to Trade
There are 364 adds/325 deletes for the WisdomTree Emerging Markets SmallCap Dividend Index. One-way turnover is 45% resulting in a one-way trade of...
985 Views
Minor International (MINT): The Best Stock for Thai Tourism Recovery?
Minor is wrongly dubbed as the best stock for Thai tourism recovery and there are others with higher exposure to tourism in Thailand. Minor has...
659 Views
BTS : ’Core Earnings Should Recover Gradually in 2HFY23
We expect core earnings recovery in 2HFY23 (Oct’22-Mar’23) to come at slower pace than we previously expected given; 1.) heavy marketing and set-up...
449 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
320 Views