The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ADVANC: The Best Mobile Operator in Thailand
We initiate coverage of ADVANC with a BUY rating, based on a target price of Bt236.5, which is derived from a DCF methodology (WACC of 10.7% and...
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Snippets #38: AWC's New Sacred Bull, Buyback Bonanza
Five interesting news flow/ development we picked up over the last month that could impact Thai equities: AWC's New Tallest Building. Charoen's...
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Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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