The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
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KFC Thailand: Thai Bev Puts CENTEL Down for the Count
Yesterday, Yum! Brands announced that it would sell the 240 KFC stores it currently runs to Thai Beverage, the liquor conglomerate owned by...
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ASEAN Hotels & Hospitality - The Russians Are Coming - On the Ground in J -Town
On a recent visit to Jakarta, I was kindly invited to the Jones Lang Lasalle Real Estate Conference. One of the most interesting presentations was...
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Two of a Kind: Gloomy Hotel, Bright Contractor
An Intro. We met a hotel operator CENTEL and contractor CNT (Christiani Nielsen). We think CNT looks better than CENTEL yo. Like they say, when it...
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