The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
Thailand Short Interest Weekly (Jul 31st): TISCO Financial, Kiatnakin Phatra Bank, Krungthai Card
We analyzed SET short interest report for the past week and highlighted short interest changes in TISCO Financial (TISCO TB), Kiatnakin Phatra Bank...
95 Views
Pullback Complete?; Commodities Heading Lower; Buying Growth/Cyclicals & A Few Utilities
Signs suggest this pullback may have run its course, as several global market indexes & Sectors appear to be making a higher low near logical...
649 Views
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
487 Views
The Week That Was in ASEAN@Smartkarma - BCA's Transactional, ASSA & Anteraja, and Philippine Banks
The past week saw insights on Singapore's economic outlook, Bank Central Asia (BBCA IJ), Adi Sarana Armada (ASSA IJ), GoTo (GOTO IJ), and SCG...
469 Views