The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
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Thai Movie Spotlight: Hollywood Cometh
Locals out, Hollywood in. Ever since the comedy Pee Mak Prakhanong by Grammy grossed Bt1bn in 2013 and was translated to Indonesian, where the...
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Thai Media Spotlight: The Facebook Invasion
In this review, we look at some interesting titbits from Facebook's origina stories from The Facebook Effect by David Kirkpatrick and highlight...
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Thai Media Spotlight: Digital TVs Get New Lifeline From License Fee Cuts
After much delay, the regulator NBTC has decided to throw in a lifeline for digital TV operators by offering them a cut in license fees. For the...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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