The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
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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Interesting Stocks to Consider in ASEAN, Vol. 2
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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CK (CK TB): Thai Contractor Gains from Mass Transit and Utilities
Solid and strong long-term earnings growth and high level of cash sales relative to its sector Future growth secured by CK’s 28 ongoing projects...
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EDC - The Squeeze Is On
Last week, Macquarie Infrastructure and GIC announced a partial offer at Php7.25/share for Energy Development Corp (EDC PM), for up to 47.5% of...
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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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