The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
188 Views
Thai Hotel Battle Rap: Erawan Vs CENTEL
We recently caught up with two of Thailand's major hotel operators, Erawan and Centel, and a third player, NVD, which has some hotel operations but...
263 Views
M: Big-Three Chain Restaurant Giant Ramps up Brands and Networks
We initiate coverage on M with a BUY rating, based on a target price of Bt96 and derived from 31xPE’18E, which is the +2SD of three-year average...
302 Views
World Cup & Thai-Coons
The World Cup in Russia approaches. Most "Thai-Coons" will probably be too busy to watch it, but that doesn't mean they won't be celebrating all...
284 Views
Snippets #8: Syrian Tensions, PTT's New IPO!
Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the...
308 Views