Thai Macro Watch: Saudi Attacks, Huawei Sells 5G
In this review, we look at 5 external/macro events and their impacts on the Thai market: Attack on Saudi facilities by an unknown party has sent...
721 Views
Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
820 Views
The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
824 Views
Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
576 Views
Thai Macro Watch: Huawei, Trade Wars, and More
In this issue of Thai Macro Watch, we look at five news on the global front that may impact Thai equities directly or indirectly: Acceleration of...
617 Views