The Stocks to Own in Thailand – Vol. 54
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: five stocks remain, nine new join...
115 Views
Thailand Rubber: Sri Trang Makes A Spectacular Foray In 2024, NER Too Impresses
Thailand’s rubber industry witnessed a strong rebound in 2024, with leading company Sri Trang Agro-Industry Public Company Limited (STA) scripting...
548 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
526 Views
Halcyon Agri (HACL SP): Hainan Rubber’s Offer Is Declared Unconditional
The offer (S$0.413 per share) is unconditional and closes on 10 April. Payment is within seven business days of receipt of a valid acceptance. At...
564 Views
Halcyon Agri (HACL SP): Board Recommends Conditional MGO
The 50%+ minimum acceptance condition requires around 40% of minorities acceptance rate. This remains achievable. At the last close, the gross...
567 Views