Thai Power: A Primer on Regulations, Returns, & Tariffs
Recently, there has been renewed interest in Thai power on the back of multiple IPOs, most recently B Grimm. There will be numerous valuations and...
441 Views
Political Update: France, Member Fees, Submarines
Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...
335 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
1.7k Views
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
1k Views
Sermsuk (SSC TB): THBEV's Delisting Offer
This is done. The Offer Price is fair. Assuming completion early January 2025, I'd buy around THB 58.50, a 7% gross spread, or 15% annualised.
540 Views