The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
207 Views
They Serve Pizza On This Ship!
OK, so they haven't been quite as focused as the other shippers in Thailand, and TTA has fallen in ranking from market leader to second fiddle...
183 Views
The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
238 Views
IPO Stalker: PORT, The Merchant of Venice (Of the East)
To be fair, this may not be proper stalking, because we never really looked at PORT (Saha Thai Terminal) prior to their IPO, but we learnt that...
210 Views
The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
283 Views