The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
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Investing for Halloween and Loy Kratong
In 2017, Halloween falls on October 31, and Loy Krathong falls on November 4. We will be ignoring Thanksgiving, since it has no impact on Thailand....
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Thailand Short Interest Weekly (May 1st): Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial
We analyzed SET short interest report for the past week and highlighted short interest changes in Thai Oil (TOP TB), Bangkok Bank (BBL TB), SCB X...
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South Series (Part 3): Big C Bombing...Ouch!
Revenge of the Sidh. On Tuesday, a bomb went out in Pattani at Big C hypermarket, one of the small province's most popular places to congregate....
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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