Thailand Short Interest Weekly (Jul 3rd): SCB X, Airports of Thailand, SCC, Bumrungrad Hospital, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in SCB X (SCB TB), Airports of Thailand (AOT TB),...
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The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
488 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
389 Views
Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
447 Views
Dissecting the 2020 Thai Political Crisis
The protest dragged on after October, and there are several ways this could end. Hardest hit are the retailers and BTS, while defensives, WFH...
431 Views