The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
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Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
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Champions of 2017: Stocks With Eye-Popping Returns!
The first thing that struck us at MCorp Review is how some of these stocks are really expensive by the conventional sense, but they still did...
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The Autobot Update (December V2): Toyota's Last Stand
Toyota finally released industry figures for Thai autos. If you look at the cumulative YTD figures, Honda is slightly ahead of Toyota in Thailand....
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