The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
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Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
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Big Brother (Ep. 4): The Invisible Power Company
EGAT is the state-owned power company that controls over half of the electricity generation capacity in Thailand as well as two of the country's...
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Banpu Power IPO: Stable Income Streams, Moderate Growth, but Fair Valuation
Banpu Power PCL (BPP TB), the utility subsidiary of Banpu Public Co Ltd (BANPU TB), is currently raising US$330-390m to pay down debt and fund...
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