The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
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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Major Cineplex: Resilient Quarter, Q4 Overhang Gone
In my last insight Major Cineplex: Core FCF Yield of 8.5%, Deleveraging and Dividend Payout Increase on the Cards? , I had highlighted how Major...
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Thai Media Spotlight: An Early Quarter of Blockbusters
In this review, we highlight four interesting trends/developments in the Thai media sector: Twilight and capitulation. Incumbent broadcasters are...
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Catalyst Calendar for Thai Equities 2020
The first gift banks and credit card companies give you in Thailand is usually a calendar, and it's a good choice since we all need to prepare for...
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Smartkarma Originals
Thailand: A Two-Player Retail Market? - CPALL and Berli Jucker
In this next part of a Smartkarma Originals Series on ASEAN Retail, we look at Thailand and specifically two companies including CP All PCL (CPALL...
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