The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thai Media Spotlight: Back to the Living Room
There are a few things that have made us more optimistic about the media sector, particularly on the TV side, recently, namely: Thai TV's win over...
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Silicon Stories G: Netflix's Uphill Battle in Thailand
Netflix faces many challenges in Thailand compared to more developed markets, such as: 1) prevalence of piracy; 2) weak broadband Internet...
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Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
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