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Siam Cement (SCC TB)
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233
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Thailand
The Siam Cement Public Company Limited is a diversified industrial company. The Company's operations include cement manufacturing, petrochemicals manufacturing, paper manufacturing, building product manufacturing, and distribution.
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bullish
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Cross Asset Strategy
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10 Aug 2020 12:55
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...
Angus Mackintosh
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404 Views
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bullish
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Cross Asset Strategy
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25 May 2020 11:44
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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384 Views
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bullish
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Macroeconomics
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19 May 2020 01:32
Thailand: Recession Will Be Severe, but Less so than the IMF/ADB Are Forecasting
Both the IMF and ADB expect Thailand to be the worst-performing economy in Asia in 2020, respectively forecasting real GDP to decline 6.7% and 4.8%...
Prasenjit K. Basu
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301 Views
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bullish
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Cross Asset Strategy
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04 May 2020 10:50
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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403 Views
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bullish
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Semen Indonesia (Gresik)
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27 Mar 2020 10:36
Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
Angus Mackintosh
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514 Views
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