The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Three Kingdoms of Thai Telecoms: The Battle of 2300MHz
One of our former analysts estimates that DTAC is worth Bt56/sh post-2300MHz deal with TOT (the stock recently peaked at around Bt53/sh), but we're...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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