Uncovered Thai Stocks: DOD (3Q25)
The efficiency is excellent when looking at the growth in sales relative to the growth in assets Looking at the balance sheet, the company has...
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The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
527 Views
Battle of the Beauties: The Emerging Cosmetics Industry in Thailand
Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the...
748 Views
Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
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IPO Radar: SISB...International Schools = License to Print Money
There are probably around 10 international schools in Bangkok catering to expatriates and very select Thai upper class. Though the majority are...
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