The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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IFRS 9 Drives 50% Higher Provisions
For certain the new accounting regulation will drive provisions higher for banks. IFRS 9 starts to be phased in during 2018. Siam Commercial Bank...
307 Views
Thailand Short Interest Weekly (May 1st): Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial
We analyzed SET short interest report for the past week and highlighted short interest changes in Thai Oil (TOP TB), Bangkok Bank (BBL TB), SCB X...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
263 Views
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
301 Views