Neutral Rating Maintained, With Risks to Limit the Upside
The SETENERG has gained 16% from its April low (vs. the SET at +17%) and is currently trading at 0.72x PBV (-1.75 S.D.) from the low point in...
84 Views
Thai Macro Watch (August): The New Tech Wars, Chinese Flood
Events half the world away have a way of sending ripple effects on Thai equities. In this review, we examine five such events and their...
426 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
445 Views
One-Month Extension of Supply Cut Likely
With the global economy on a gradual but fragile recovery path, alongside the threats of a second wave of the pandemic and renewed US-China...
86 Views