The Week That Was in ASEAN@Smartkarma - GoTo Initiatives, Ramayana Lestari, and Indonesia Strategy.
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Ramayana Lestari Sentosa (RALS IJ), Pakuwon Jati (PWON IJ), CP FOODS (CPF TB), and...
675 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
481 Views
COP27: Agriculture and Food Stocks Likely to Be Most Affected by Conference Talks
COP27 starts next week, and sustainable agriculture/food is at the top of the agenda. That could mean agriculture stocks are the most impacted by...
349 Views
Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
316 Views
Thailand Short Interest Weekly (Jul 24th): Krung Thai Bank, THAI AIRWAYS INTERNATIONAL, CP Foods
We analyzed SET short interest report for the past week and highlighted short interest changes in Krung Thai Bank (KTB TB), THAI AIRWAYS...
98 Views