Special Report: Impact of Reciprocal Tariffs - APRIL 11, 2025
The US has announced the implementation of reciprocal tariffs on its global trade partners. In the worst-case scenario, Thailand may face a tariff...
401 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
442 Views
Quiddity Leaderboard SET50 Jun 25: Delta Is Finally Safe; Three Changes Possible
There are 3 expected ADDs/DELs and all names have more than 1x ADV excess volume expected from the index Inclusion/Exclusion. Separately, the Gulf...
471 Views
Quiddity Leaderboard SET50 Jun 25: One Change Possible; Delta on Thin Ice Again
Delta Electronics Thailand (DELTA TB) has already appeared in the Market Surveillance Measure (MSM) list during the current reference period and it...
581 Views
Special Report: Stock Valuation - January 2, 2025
The expansionary fiscal policy of the incoming US president is expected to keep US bond yields high for an extended duration, posing risk of de...
539 Views