The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #37: Intouch's Financing Bet, Healthcare Hun!
Five interesting developments or trends we spotted recently that may influence Thai equities: Intouch bets on P2P lending with an undisclosed...
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Last Week in Event SPACE: Wheelock, Sawada, Breadtalk, Healius, Bumrungrad, Keppel, Genting
Last Week in Event SPACE ... Receiving the full value of Wheelock (20 HK)'s listed holdings (plus a shade extra above the true ratio) plus...
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Bumrungrad: Bangkok Dusit's Poor Diagnosis
Bangkok Dusit Med Service (BDMS TB) has made a Conditional Voluntary Tender Offer (CVTO) for 24.99% held Bumrungrad Hospital Pub Co (BH TB) at...
512 Views
Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
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