2023E GDP Likely to Fall Short of BoT's Projection
The 3Q23 GDP growth was recorded at +0.8% QoQ and +1.5% YoY, below the Bloomberg estimate of +1.2% QoQ and +2.4% YoY. The figures above underscore...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Special Report - Lower Rates Lift SET 20063 EPS; Top Picks: GULF, BCPG, EGCO, LH
Over a year of declining interest rates has saved SET-listed companies more than Bt14bn per quarter in interest expenses, as the effective interest...
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KTX Tactical Picks
WHAUP has been re-added to the KTX Tactical Picks portfolio for tactical reasons. The portfolio's average return rose by 0.37%, weaker than the...
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