The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
249 Views
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...
409 Views
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...
200 Views
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...
206 Views
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...
272 Views