The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
617 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
572 Views
Short Sellers Charge Into Energy and Niche Names as Week Closes Mixed
Short interest signals were sharply divided this week. Big increases hit FCEL , URA , and SOLS , while covers accelerated in ASIC , FTEC , and PB...
130 Views
AAPICO HITECH Plc. (AH): The Most Laggard In The Sector– Buy (12M FWD Fair Value Bt17.30)
We expect 4Q25E revenue of Bt6.3bn (+3% YoY, +4% QoQ), supported by a rebound in the dealership business (35% of revenue) in line with 29% YoY...
143 Views
Primer: Vinfast (VFS US) - Oct 2025
Severe Financial Distress: Vinfast is operating with deeply negative gross and net margins, leading to significant cash burn and a high degree...
381 Views