Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.</li>
<li>In this cut, we revisit soft commodity risks as El Niño probabilities climb, review Alibaba's AI-driven placement from different angles, and survey the wave of contested deals on the ASX.</li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.
In this cut, we revisit soft commodity risks as El Niño probabilities climb, review Alibaba's AI-driven placement from different angles, and survey the wave of contested deals on the ASX.
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 28th. We estimate that they had an aggregated short interest worth USD3.2bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Central Pattana, Bumrungrad Hospital, Bangkok Bank, Sri Trang Agro-Industry, Global Power Synergy, Central Pattana, Global Power Synergy, Bangkok Bank, Bumrungrad Hospital.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 28th. We estimate that they had an aggregated short interest worth USD3.2bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Central Pattana, Bumrungrad Hospital, Bangkok Bank, Sri Trang Agro-Industry, Global Power Synergy, Central Pattana, Global Power Synergy, Bangkok Bank, Bumrungrad Hospital.


Thailand Short Interest Weekly (Aug 28th): Central Pattana, Bumrungrad Hospital, Bangkok Bank

CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Sri Trang launches ‘Traceable Natural Rubber’ ahead of EUDR  </li><li>TNR to cover 220,000 farmers and traders by 2025  </li><li>RAOT draws project to take carbon credit benefits to farmers</li></ul>

Sri Trang launches ‘Traceable Natural Rubber’ ahead of EUDR  TNR to cover 220,000 farmers and traders by 2025  RAOT draws project to take carbon credit benefits to farmers

Thailand Boards Sustainability Wagon Early To Reap Quick Benefits

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 118% versus the SET 100 Index’s return of 23%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 118% versus the SET 100 Index’s return of 23%


The Stocks to Own in Thailand – Vol. 44

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology</li>
<li>Portfolio changes: Five stocks remain, nine new join the fray</li>
<li>Since inception, the portfolio has gained 94% versus the SET 100 Index’s return of 37%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology
Portfolio changes: Five stocks remain, nine new join the fray
Since inception, the portfolio has gained 94% versus the SET 100 Index’s return of 37%


The Stocks to Own in Thailand – Vol. 35

Thailand

Sri Trang Agro-Industry Public Company Limited is an integrated producer and distributor of natural rubber and natural rubber products, including ribbed smoked sheets, concentrated latex, and block rubber, as well as natural gloves. The company also engages in rubber plantations and provides engineering, logistics, and IT services. Headquartered in Songkhla, Thailand, the company was founded in 1987.

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Sri Trang Agro-Industry (STA SP)

Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia

This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...

Pranav Rao

Thailand Short Interest Weekly (Aug 28th): Central Pattana, Bumrungrad Hospital, Bangkok Bank

We analyzed SET short interest report for the past week and highlighted short interest changes in Central Pattana (CPN TB), Bumrungrad Hospital (BH...

Ke Yan, CFA, FRM

Thailand Boards Sustainability Wagon Early To Reap Quick Benefits

Thailand has had a favorable opportunity to prepare itself as the European Union has opted to delay the implementation of the strict benchmarking.

Helixtap

The Stocks to Own in Thailand – Vol. 44

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 35

Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...

A. Stotz Investment Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)