Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade
In this review, we discuss Apple's most important product and service launch (and plans) in Thailand for the year 2019. Hampered by device...
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Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
387 Views
The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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