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Home Product Center (HMPRO TB)
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170
Analysis
Consumer Discretionary
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Thailand
Home Product Center Public Company Limited is a retailer of building materials and home improvement products.
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bullish
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MR DIY Group M
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27 Dec 2022 03:14
MR D.I.Y. Group (MRDIY MK) - Unique in Malaysia
MR D.I.Y. has a unique market position and strong brand in Malaysia, and Brunei and generates much higher ROEs than its regional peers hence...
Angus Mackintosh
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808 Views
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bullish
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Berli Jucker
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29 Aug 2022 13:26
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
Angus Mackintosh
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279 Views
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bullish
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Cross Asset Strategy
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09 May 2022 13:30
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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378 Views
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bullish
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Berli Jucker
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08 Apr 2022 09:40
Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
Angus Mackintosh
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642 Views
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bullish
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Asset World Corporation
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17 Dec 2021 23:32
SET50 December Index Rebalance: AWC, BANPU, TIDLOR Added; BJC, DELTA, STA Out
There are 3 changes to the SET50 index at the December rebalance. AWC, BANPU and TIDLOR will replace BJC, DELTA and STA. AWC is a 'surprise' and...
Brian Freitas
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