Songkran-Themed Stocks: A Week's Countdown
Songkran, here we come! In a little over a week, Thailand will be celebrating Songkran or the Thai New Year. The holiday will last five days...
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Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
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The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf
The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change...
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Discover Singapore: BreadTalk (BREAD SP EQUITY)
Singapore Inc. consumer brands are on sale After OSIM and Super Group the next one might be BreadTalk Revenue and Gross profit growth has been...
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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...
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