The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
786 Views
Aequitas: TMBThanachart Bank Placement - Healthy Fundamentals, But Supply Overhang Remains
ING is looking to sell a stake of around 5.6% in TMBThanachart Bank (TTB TB) to raise up to US$500m. In this note we talk about the deal dynamics...
87 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
572 Views
Thailand Short Interest Weekly (Aug 7th): Delta Electronics, SCC, Gulf Energy Development, CP ALL
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics (DELTA TB), SCC (SCC TB), Gulf...
128 Views
EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
553 Views