EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
647 Views
Telecom Review: There's Life After IPhone X
Apple has announced the release of iPhone Xs and its phablet version called Max, clearly to differentiate itself from Samsung's 'Plus' suffix. We...
618 Views
Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
599 Views
The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
526 Views
Thailand Short Interest Weekly (May 15th): Bangkok Bank, Krung Thai Bank, Minor International, Amata
We analyzed SET short interest report for the past week and highlighted short interest changes in Bangkok Bank (BBL TB), Krung Thai Bank (KTB TB),...
97 Views