The Stocks to Own in Thailand – Vol. 40
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine new join...
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Sansiri - Targeting Another Record Year in 2023E
Record-high targets in 2023E. Focusing on low-rise premium market and regaining its leading position in condominium market
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Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case
There could be 15 days of volume to buy in Ramkhamhaeng Hospital (RAM TB) if the name achieves a 15% relative gain vs other names and becomes a...
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The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
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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SIRI : A Leader in Luxury Housing
We initiate coverage of SIRI with a BUY rating and a target price of Bt2.11, derived from 7.2xPE'23, or -0.5SD of its 5-year trading average, Our...
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