Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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South Series (Part 5): Phuket Cruise Crisis and Sino-Thai Tourism
In July, a leisure cruise ship sank off the shores of Phuket, and almost all of the 47 mainland Chinese tourists on board were killed. The event is...
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Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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AAV (AAV TB): Adding Aircraft and Routes to Support Growing Demand
Earnings on an upcycle trend, solid short-term earnings momentum, and improving asset turnover relative to its sector Set to add 7 new aircraft,...
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