The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
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The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Exports in July 2024 Hit a 28-Month High
The international trade account in July recorded a deficit of USD1.37bn, reversing from the surplus of USD0.22bn in June.
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Thailand Short Interest Weekly (Sep 4th): TMBThanachart Bank, Gulf Energy Development, Amata, SCC
We analyzed SET short interest report for the past week and highlighted short interest changes in TMBThanachart Bank (TTB TB), Gulf Energy...
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Economic Update – Exports & Imports - Jul 30, 2024
Despite the contraction of exports in June at -0.3% YoY, we still believe that Thai international trade will meet the 2024E forecasts of the NESDC
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