Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
2.8k Views
DTAC - Dividend No More
We have been surprised by DTAC's  (DTAC TB) share market strength this year. It is certainly nothing to do with results and as Athaporn...
285 Views
Intouch - Stretched Parenting?
Intouch Holdings Pcl (INTUCH TB)’s discount to NAV has widened to 15.8% against its 12-month average of 15%.The “stub” assets are about as...
277 Views
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
472 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.7k Views