Sathorn Series J: Non-Bank Financiers and Their Close Kin
In the world of credit, the Banks have always been the whales, and the non-bank financiers are like guppies. The bankers never saw them as serious...
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IPO Radar: CMC, New Condo Listing...Literally
Chao Phya Mahanakorn is one of the few, if not only, condo developer listing in Thailand this year that we know of at the moment. Though clearly a...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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The Best of August / September Company Visits
We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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