Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
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Mid-Year Thai Strategy Review 2020: Focus on Recovery Plays
For mid-year 2020, we maintain most of our top picks such as AOT, MINT, and ERW. However, we also make some changes to the portfolio as...
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IPO Radar: SPRIME, an Office REIT from Singha Group
SPRIME (S Prime Growth Leasehold REIT) is a REIT that primarily manages the Sun Tower office building pictured above on Vibhavadee-Rangsit Road....
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