Delta Electronics (DELTA TB / 2308 TT): Off the Peak; SET50 Deletion Risk Increases
The TH line trades at a valuation premium to the TW line. The price ratio is off the highs. Further downside possible if the parent sells down the...
752 Views
SET50 Index Rebalance Preview: One High Probability Change; Another One Is Close
KCE could replace TIDLOR in the SET50 in Dec. ITC is a close add and could replace SAWAD. The impact on the stocks is big given the index is...
784 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
535 Views
Thailand: Ready (Re)SET Go!
Thailand's SET has underperformed as expected, declining further to 1,364.5 on 24-May versus 1,398.1 on 28-February. Here we suggest on what the...
492 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
572 Views