Asian Credit Monitor: The Pad Thai Election
We expect the upcoming March 24th general election in Thailand to be the first step toward a check-and-balance system but also see this election...
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The Week that Was in ASEAN@Smartkarma - Asia's Time, Indo Mini-Marts, and Singapore Property Woes
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
390 Views
AOT (AOT TB): Monopoly to Gain from Chinese Tourist Recovery
Good gross margin, earnings on an upward trend, and good chance of target-price upgrade relative to its sector Bidding for new duty-free and...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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