The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
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BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
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First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
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Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
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RATCH: Electricity Generator Continues to Expand
Good growth in core profit, good price momentum, and moreattractive to analysts relative to its sector Four new projects to increase RATCH’s...
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