The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
455 Views
Delta Taiwan Vs. Thailand Monitor: Thai Shares' Extreme Valuation Is Back; Unsustainable Mismatch
There is once again a significant valuation mismatch between Delta Thailand and Delta Taiwan. Go Long Delta Taiwan and Short Delta Thailand due to...
449 Views
The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
528 Views
Delta Electronics (Thailand) - Strong 3Q24 Net Profit but Share Price Fully Valued
We maintain an Underperform rating, as the stock’s valuation appears stretched, with very limited tactical upside. However, the long-term outlook...
304 Views
Buying Global Technology; SPX and MSCI ACWI Above Base Supports; Sea, TSMC, SAP, Luxshare, & More
Buying Global Technology; $SPX and MSCI $ACWI Remain Above Base Supports at 5650-5670 and $117; Buying Taiwan Semiconductor $TSM $SE $SAP $GRAB...
532 Views