AOT (AOT TB): Monopoly Growing Its Concessions Income
Good gross margin, good chance of target-price upgrade, and low volatility in sales relative to its sector Bidding for new duty-free and retail...
374 Views
The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
382 Views
Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
626 Views
A Turkish Tumble in Thailand
A lot has been made of the capital controls in Turkey and the 7% tumble in the lira against the USD in recent weeks. It has dragged down many...
591 Views
TRACKING TRAFFIC/Chinese Tourism: May Traffic Can't Match April's Strength | Meituan IPO a Threat
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
395 Views