The Stocks to Own in Asia – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Two stock remains, 12 stocks added.
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The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
528 Views
The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly
Three potential ADDs have newly moved into the top 50 after strongly outperforming other names increasing our expected ADDs/DELs count from 1 to 4...
129 Views
Thailand Short Interest Weekly (Aug 28th): Central Pattana, Bumrungrad Hospital, Bangkok Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in Central Pattana (CPN TB), Bumrungrad Hospital (BH...
102 Views