ROBINS: Cashing in on Lifestyle and Online Strategies
We initiate coverage on ROBINS with a BUY rating and a 1H19E target price of Bt78.0, derived from a PER of 26.7x, which is its 5-year trading...
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Four Case Studies in Innovation 'Failures'
AG Lafley's Game Changer is both a roadmap and a cautionary tale. Many companies, such as P&G itself, Apple, Microsoft, and McDonald's, have...
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World Cup & Thai-Coons
The World Cup in Russia approaches. Most "Thai-Coons" will probably be too busy to watch it, but that doesn't mean they won't be celebrating all...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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