Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
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CHAYO: Still Lags on Enormous Growth Opportunities
We upgrade our recommendation to HOLD from SELL on CHAYO with a revised target price of Bt7.30, implying a downside of 3%. We derive our target...
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The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
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Dissecting the 2020 Thai Political Crisis
The protest dragged on after October, and there are several ways this could end. Hardest hit are the retailers and BTS, while defensives, WFH...
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