First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
225 Views
AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
483 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
373 Views
SCC (SCC TB): Conglomerate Set to Expand Petrochem Business in ASEAN
Share price is less volatile, low volatility in sales, and low volatility in earnings relative to its sector Demand in domestic cement to grow...
244 Views
Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
271 Views