CPALL (CPALL TB): Aggressive Store Expansion to Drive Growth
High earnings quality, relatively strong analyst recommendation, and low downside risk relative to its sector Aggressive store expansion should...
274 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
114 Views
Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?
While news flow has been limited in Thailand recently, a lot has been going on around the world. In this review, we identify five big developments...
138 Views
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
243 Views
Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
135 Views