PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track
Today, we visited GPSC, which has committed to doing the biggest deal in Thailand for 2018 with its plans to acquire Glow. In many ways, GPSC will...
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My Top Picks for the 2018 Thailand Focus Conference
The Stock Exchange of Thailand is hosting the Thailand Focus 2018 in Bangkok on August 29-31, 2018. This will be a great opportunity to meet some...
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Silver Lining in the Trade War Playbook
Shortly after China retaliated with US$50bn tariffs on over 100 different items, Trump anted the game by getting the American government to...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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PTTGC (PTTGC TB): Continued Upside from Injected Assets and Project Max
Earnings on an upcycle trend and low volatility in earnings relative to its sector PTTGC growth should be supported by continued high utilization,...
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