Monthly Chinese Tourism Tracker | Outbound: Mixed Signals | Domestic: Steady | (July 2023)
We see mixed signals in June outbound travel activity, and the recovery in domestic activity continued at its modest pace. For value investors,...
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Special Report: Election Rally (History to Repeat Itself)
The biggest gainers were the finance, property development and ICT sectors. We thus recommend speculating on SIRI, SC, SCB, KBANK, CPALL, INTUCH,...
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The 2023 Box Office Looks Promising
Expect another year of recovery. The cinema industry has been suffering from COVID-19 restrictions, in particular social distancing measures that...
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Minor International (MINT): The Best Stock for Thai Tourism Recovery?
Minor is wrongly dubbed as the best stock for Thai tourism recovery and there are others with higher exposure to tourism in Thailand. Minor has...
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The Week That Was in ASEAN@Smartkarma - Minor Is Major, Krung Thai Card's Creep, and Halcyon Agri
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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