Two Sides of the Same Coin:Â Energy Vs Airlines
Airlines and energy companies seldom do well at the same time. Airlines consume a lot of a fuel, so when fuel prices, usually highly correlated...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
323 Views
The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
379 Views
Jin Air IPO Valuation Study
Jin Air Co. Ltd (272450 KS)'s IPO valuation is still one of the hot topics in the Korean stock market. In its IPO book, it says it should deserve a...
579 Views
Nok (Bird) Air: Albatross or Galapagos?
Old Wine in New Bottle. In September, the unpopular Nok Air CEO Patee Sarasin resigned in favor of his deputy Piya Yodmanee, who immediately...
441 Views