The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
473 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Thailand Short Interest Weekly (Jun 19th): Gulf Energy Development, BCPG, PTT GlobalChem, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in Gulf Energy Development (GULF TB), BCPG (BCPG...
120 Views
Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
539 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
530 Views