Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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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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Thai Media Spotlight: The Rise of Workpoint
For as long as I can remember, BEC World has always been the most valuable media company in Thailand...until now. There was a time when Panya...
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