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...
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Agribusiness and Food Sector - DECEMBER 9, 2024
The 4Q24E earnings of the agribusiness and food sector are expected to recover YoY but decline QoQ, particularly for major livestock companies
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Economic Update – Exports & Imports - Nov 27, 2024
The Ministry of Commerce expects Thailand's exports this year to potentially achieve 4% growth, surpassing the original target of 2%.
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The Stocks to Own in Thailand – Vol. 47
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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The Week That Was in ASEAN@Smartkarma - Astra Intl, IHH Healthcare, and Top Picks in the Philippines
The past week saw insights on Astra International (ASII IJ), Mphb Capital (MPHB MK), IHH Healthcare (IHH MK), Thai Union Group (TU TB), and PTT E&P...
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