Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
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Thailand Short Interest Weekly (Jun 19th): Gulf Energy Development, BCPG, PTT GlobalChem, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in Gulf Energy Development (GULF TB), BCPG (BCPG...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
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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Three Things Thai Media Can Learn From Disney
The Thai media sector is facing some serious challenges and is losing money hand over fist. We picked up Disney CEO Bob Iger's recent autobiography...
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Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
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