AOT: Resilient Destination Manager
Good growth in core profit, cheap on a gross profit basis, and goodprice momentum relative to its sector Total passenger volume through the six...
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It's Songkran. Let's Fly to Japan!
The Number One Foreign Destination for Thai outbound tourists is Japan. Over the past five years, it's grown 36% per year. Last year, the growth...
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Sector Weights for Thailand
This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO...
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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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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