The Stocks to Own in Thailand – Vol. 35
Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...
517 Views
True/DTAC Merger. Optional VTOs
I would not chase this here. With the top two players potentially controlling ~96% of the market, even the Thai regulator might be reticent to...
420 Views
DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
516 Views
ADVANC: Expect 3Q21 Earnings to Drop Slightly QoQ
We expect ADVANC to report 3Q21 net profit at Bt6.6bn (+2.9%YoY, -4.8%QoQ), with increasing marketing costs to promote their new streaming service...
254 Views
The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
402 Views