SCG Packaging Listing & SET50 Inclusion
SCG Packaging listed on the SET today and finished flat on the day. That was enough to warrant inclusion in the SET50 index. TCAP will be deleted...
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Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maangedÂ
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ERW : Recovery Phase Remain Weak
Yesterday analyst meeting came out with a negative tone. We expect weak recovery in remaining quarters through late 2021 given uncertainty about...
347 Views
Revisiting Mitr Phol Group: Erawan and Banpu
We visited three companies in the Mitr Phol Group, namely hotel chain Erawan, the and Thailand's largest coal producer Banpu. This is a quick...
593 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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