The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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CBG: Trading on High Valuation Zone
We maintain our BUY rating and roll over our target price to Bt141 based on 35xPE’21E (Previous TP is Bt110), the average of the Thailand energy...
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EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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