Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
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The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
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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Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
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The Week that Was in ASEAN@Smartkarma - Trade Wars, Unicorns, and Heavy Equipment
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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