The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Three Kingdoms of Thai Telecoms: The Battle of 2300MHz
One of our former analysts estimates that DTAC is worth Bt56/sh post-2300MHz deal with TOT (the stock recently peaked at around Bt53/sh), but we're...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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The Thaksin Empire Strikes Back (Part II)
Apart from the connections to and favoritism that a new government can give to specific companies, their actual policies and implementation track...
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