Dark Clouds Over Erawan
We recently visited Erawan and Global Green Chemicals (GGC TB) this week. Let's just say the companies are having a hard time even before the...
427 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
863 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
853 Views
Asset World Corporation IPO: Wrong Time & Steep Pricing
Asset World Corporation is a leading real estate business in Thailand and one of the largest real estate companies in the region. The company is...
960 Views