US Government Shutdown a Short Term Catalyst for Thai Equities
An Element of Surprise. Many years ago, President Obama and Speaker Boehner faced each other off in a similar standoff over the budget, but finally...
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Champions of 2017: Stocks With Eye-Popping Returns!
The first thing that struck us at MCorp Review is how some of these stocks are really expensive by the conventional sense, but they still did...
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Five Milestones Thailand Hit in 2017
Well, it's 2018 now. We've looked into the future with our three part strategy series in December, and in this review, we highlight the five major...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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CPALL (CPALL TB): More than 10,000 7-Eleven Stores in Thailand
High earnings quality, good price momentum, and earnings on an upcycle trend relative to its sector Aggressive store expansion should continue to...
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