WHAUP IPO: Valuation Reasonable, Peer Performance Implies Positive Momentum
After we covered the fundamentals of the WHA Utilities and Power (WHAUP TB), the company launched the book building last week. In this insight, we...
482 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
1.5k Views
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
812 Views
Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
301 Views
Big Brother (Ep. 4): The Invisible Power Company
EGAT is the state-owned power company that controls over half of the electricity generation capacity in Thailand as well as two of the country's...
233 Views