The Stocks to Own in Thailand – Vol. 40
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 (Jun 12th): Indorama Ventures, Bangkok Bank, Muangthai Capital
We analyzed SET short interest report for the past week and highlighted short interest changes in Indorama Ventures (IVL TB), Bangkok Bank (BBL...
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Thailand Short Interest Weekly (May 29th): Cal-Comp Electronics, Energy Absolute, TMBThanachart Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in Cal-Comp Electronics (CCET TB), Energy Absolute...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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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The Competitive World of Thai Contractors (Non-Network)
In this review, we highlight some of the key contractors in Thailand, known as the Big Four, as well as other more eccentric, smaller ones that we...
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