SET to Rebound on Expected Fund Inflows
The Thai equity market may rebound thanks to lower Thai inflation in September, while the weakening of the USD/THB carry trade to -3 S.D. suggests...
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Small Cap Top Picks - August 8, 2022
We recommend buying M to speculate on the expected strong recovery of its 2Q22E earnings following the reopening of the country.
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The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
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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The Stocks to Own in Asia – Vol. 31
The Stocks to Own in Asia – Vol. 31. We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology.
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The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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