Inflation Peaking?; ACWI, ACWI Ex-US Near Support; Many Bottoms-Up Stock Recommendations
We're starting to see signs that inflation is peaking, as commodity prices have pulled back substantially or are breaking, and the Energy $XLE and...
748 Views
KTX Tactical Picks - July 23, 2026 (Eng.)
The KTX Tactical Picks portfolio is constructed by KTX, with investments limited to securities covered by at least four analysts. We have raised...
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The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
377 Views
Energy Sector Outlook 3Q21
We maintain the BUY recommendation based on a target price of Bt146, derived using DCF methodology (WACC 9.4%, TG 2%). Our valuation implies 11x...
384 Views
KTX TACTICAL PICKS - July 9, 2026 (Eng.)
There have been no changes to portfolio holdings today. Profit-taking in energy stocks dragged the portfolio's average return down by 0.87%,...
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