Thai Media Spotlight: An 'End Game' for the Industry
Five year into the industry liberalization, we are starting to see some negative side of the reforms. In this review, we make four points on...
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Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
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Thai Media Spotlight: Government Rescue Plan
In a grand plan to 'shoot too birds with one stone', the Thai regulators plan on swapping the 470MHz and 700MHz spectra between the media and...
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Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital 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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