The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Erawan: Ahead of the Pack
The outlook remains similar to what we saw in our previous visit. Erawan continues to trounce its two larger competitors, Minor and CENTEL, on...
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Sector Capsule: Luxury Hotels (5-Star Plus) In Thailand
Retail current value sales grow by 6% in 2017 to reach THB33.3 billion Tourism Authority of Thailand (TAT) promotes Thailand for MICE and medical...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?
In this review, we look at two recent positive catalysts (TKS' linerless label technology and B Grimm's Bt5.6/kWh adder) and CENTEL's...
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