The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Five Strategies Favored by Thai Conglomerates and Tycoons
We identified five strategies generally favored by conglomerates and the tycoons who control them, namely diversification, vertical integration,...
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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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Somchai's Acquittal, a New Twist in Thai Politics
The Gripe. In general, we consider the Army dudes to be allies of the yellow shirt faction of both stripes: The Democrats who fight in Parliament...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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