The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
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The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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AIS: Solid 1Q17 Result but Problems Remain as TRUE Gains Share
AIS (ADVANC TB) reported a solid 1Q17 result and we have increased our forecasts somewhat to reflect this. However, the valuation remains high and...
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Previously, in Event SPACE
This report revisits specific Smartkarma insights involving Stubs, Pairs, Arbitrage, share Classification and Events – or SPACE - in the past...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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