The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
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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TOA: Painting Growth in a New Colorful Market
We initiate coverage of TOA with a HOLD rating, based on a target price of Bt33 derived from a DCF methodology (WACC 7.5% and terminal growth of...
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Snippets #33: Symptoms of Downturn, Bangkok Bank Goes Indonesia
Five interesting new trends or developments during this period includes: Signs of economic slowdown appear to be everywhere as the Thai economy...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Little Thai-Coons of 2018 (Part I): Chemistry of Wealth
When we scanned through the latest Forbes list, we found around 7 that didn't make it or were not profiled by us in the past, though we did...
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