Snippets #40: Thai Airways Bailout, Tycoon Successions
Five interesting news/development we noticed recently that may affect Thai equities include: Sayonara to Thai retail. Japanese retailer Isetan...
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Three Things Thai Media Can Learn From Disney
The Thai media sector is facing some serious challenges and is losing money hand over fist. We picked up Disney CEO Bob Iger's recent autobiography...
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Thai Media Spotlight: An Early Quarter of Blockbusters
In this review, we highlight four interesting trends/developments in the Thai media sector: Twilight and capitulation. Incumbent broadcasters are...
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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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The Week that Was in ASEAN@Smartkarma - Ramayana, Plantations, and Thai Media
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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