Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?
In this review, we look at two recent positive catalysts (TKS' linerless label technology and B Grimm's Bt5.6/kWh adder) and CENTEL's...
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Investing for Halloween and Loy Kratong
In 2017, Halloween falls on October 31, and Loy Krathong falls on November 4. We will be ignoring Thanksgiving, since it has no impact on Thailand....
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
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Silicon Stories B: Airbnb...Zero to Hero in the Digital Age
Joe Gebbia & Brian Chesky were relatively newbies to tech and business when they started the awkwardly named airbedandbreakfast.com to help...
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