Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
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The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
307 Views
BTS: Minor Impact from Possible Bangkok Shutdown
We estimate negative impact to 2020E earnings for BTS at 6% in worst case if they have to halt their mass transit operation for 75 days. With...
397 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
326 Views
BTS Group Attractive Buy Zone in Late March
BTS Group Holdings (BTS TB) is expected to see another draw down to support that presents an attractive buying opportunity assuming 9.80 base...
356 Views