The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
578 Views
Banpu & Erawan: Tough Quarter for Mitr Phol Group
The Mitr Phol Group is Thailand's biggest sugar tycoon and 25th richest family according to Forbes. Today, we met two of their most prominent...
494 Views
Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
578 Views
IPO Radar: Asset World Corporation (Part 2) - Valuation and Risks
For Thailand's potentially biggest IPO this year, relative valuation is less applicable than sum-of-parts, since multiples in hotel sector is many...
817 Views
Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
583 Views