Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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ARROW: Revenue to Flow Down the Pipe Amid Product Expansion
We initiate coverage on ARROW with a BUY rating, based on a target price of Bt17 derived from 17xPEâ18E, which represents its three-year average...
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Reality Check VIII: Is ZIGA Still Worth a Bet?
Good investment or pipe dream? We looked at ZIGA, a pipe company that was just listed in August, after some of our friends missed the IPO and was...
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