CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
246 Views
Thailand Short Interest Weekly (Sep 25th): Delta Electronics, Minor International, Bangkok Dusit
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics (DELTA TB), Minor International...
100 Views
The Week That Was in ASEAN@Smartkarma - CPALL, Arwana Citramulia, and Sido Muncul
The past week saw insights on CP ALL PCL (CPALL TB), Arwana Citramulia (ARNA IJ), Sido Muncul (SIDO IJ), and AvePoint (AVPT US)
349 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, CPALL, and Grab Holdings
The past week saw insights on Bank Mandiri (BMRI IJ), CP ALL (CPALL TB), Grab Holdings (GRAB US), Sai Gon Cargo Service (SCS VN), and Ever Glory...
526 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
804 Views