SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan
In this review, we highlight 5 recent trends/news flow that may impact Thai equities: BTS shifts into hyperactivity buying 7% of RS (cosmetics,...
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The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
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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Beauty Community (BEAUTY TB): Sleeping Beauty?
In May we highlighted abnormal insider selling from Beauty Community (BEAUTY TB) ’s CEO. The stock collapsed weeks later on underwhelming 1Q18...
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Battle of the Beauties: The Emerging Cosmetics Industry in Thailand
Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the...
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