Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
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BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
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First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
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