BTS and Bangkok Airways, UTaPao Brother-In-Arms
We met up with two major companies recently, namely skytrain operator BTS and airline Bangkok Airways. The two firms as well as STEC are currently...
450 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
433 Views
Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
393 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views