EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
428 Views
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
427 Views
TCC Group: The Man With the Iron Wallet
A dozen deals! In this review, we look at six listed deals and six non-listed deals that remade Charoen's TCC Group in the last five years. Known...
660 Views
EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
4.1k Views
Sermsuk (SSC TB): THBEV's Delisting Offer
This is done. The Offer Price is fair. Assuming completion early January 2025, I'd buy around THB 58.50, a 7% gross spread, or 15% annualised.
540 Views