The Stocks to Own in Thailand – Vol. 51
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
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Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly
Three potential ADDs have newly moved into the top 50 after strongly outperforming other names increasing our expected ADDs/DELs count from 1 to 4...
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The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
367 Views
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...
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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