The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
307 Views
Sri Trang Gloves (Thailand) Public Company Limited (STGT TB): Short-Term Pain; Long-Term Gain
With strong financials and aggressive capacity expansion plans, STGT can be a long-term bet to gain from the post pandemic global gloves demand boom.
267 Views
SET50 June Index Rebalance: Four Changes Announced; One More Coming Up Soon
There are 4 changes to the SET50 index with IRPC, KCE, STA & STGT replacing AWC, BAM, TOA & VGI. BANPU could be included in the next couple of...
327 Views
SET50 June Index Rebalance Preview: Review Period Ends Today
Today is the last day of the review period for the June rebal. We see STGT, IRPC and STA as adds and VGI, BAM and TOA as deletes. KCE could be...
293 Views
Key Medical Suppliers on the Move in 2Q21
With S$22.6 billion combined market value, Singapore’s five largest medical suppliers by market capitalisation ranked among the strongest...
456 Views