The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
340 Views
Thailand Short Interest Weekly (May 8th): Krung Thai Bank, PTT E&P, SCC, Thai Union, Bangchak
We analyzed SET short interest report for the past week and highlighted short interest changes in Krung Thai Bank, PTT E&P, SCC, Thai Union,...
186 Views
Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
335 Views
Thailand Short Interest Weekly (May 1st): Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial
We analyzed SET short interest report for the past week and highlighted short interest changes in Thai Oil (TOP TB), Bangkok Bank (BBL TB), SCB X...
208 Views
Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
349 Views