EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
648 Views
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
467 Views
IKEA Wannabes: A Quick Look at the Thai Furniture Industry Players
According to Forbes, the privately held IKEA has made the late Ingvar Kamprad one of the richest men in the world. The book The IKEA Edge written...
695 Views
Thailand Short Interest Weekly (May 15th): Bangkok Bank, Krung Thai Bank, Minor International, Amata
We analyzed SET short interest report for the past week and highlighted short interest changes in Bangkok Bank (BBL TB), Krung Thai Bank (KTB TB),...
97 Views
Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
328 Views