The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Thailand Short Interest Weekly (Apr 24th): SCB X, True, CP ALL, Bumrungrad Hospital, SCC, Scb X, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in SCB X, True, CP ALL, Bumrungrad Hospital, SCC,...
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World War 3: What, Why, Will It?
Never Say Never. While most of us still believe that World War III is not imminent (and we agree), MCorp Review also thinks you can't really rule...
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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