Smartkarma | Intelligent Investing

We are upgrading our existing facilities and any discussions with customers at this point are based on the capacity that we believe is possible as a result of such upgrades. Demand is likely to exceed supply for more than three years, because of such supply constraints. In terms of the price level,  prices would need to be dramatically higher. We have ...

(-) Brent crude remains elevated above USD108/bbl after Saudi canceled oil shipments to Europe.(-) The baht could weaken to Bt33.50/USD as rising bond yields strengthen the US dollar.We expect the SET Index to trade within a volatile range of 1,572-1,585 points, with a negative bias, as investors await clarity from the Fed meeting.

First-mover premium in the ACR (Autonomous Case-handling Robots) segment is eroding rapidly as hardware commoditizes: While Hai Robotics holds a dominant 32.8% global ACR market share by revenue as of 2025, the transition from niche pioneering to high-volume commercializ...

Integrated Coal Mining Services Platform: PT Samindo Resources Tbk (MYOH IJ) provides end-to-end open-pit mining services—encompassing overburden removal, coal extraction, coal hauling, and exploration drilling—primarily servicing tier-1 concessionaires such as PT...