The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
508 Views
Krungthai XSpring Zoom Eng. August 5, 2026
Progress in US-Iran negotiations has led to the reopening of the Strait of Hormuz to oil tankers, pushing Brent crude below USD80/bbl. Thailand's...
100 Views
KTX Tactical Picks - August 5, 2026 (Eng.)
EPG has dropped out of our ranking criteria with a holding-period return of +3.3%. We have replaced it with COM7, GLOBAL, and TU. Selling pressure...
91 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
534 Views
Krungthai XSpring Zoom Eng. August 4, 2026
The US 10-year Treasury yield eased to 4.68% after crude oil prices fell more than 5%, helping to ease inflation concerns and support risk...
113 Views