Ngern Tid Lor IPO Lock-Up - A US$660m Overhang. Selldown Is a Question of When, Not If.
Ngern Tid Lor (NTL), a financial service provider based in Thailand, raised around US$1bn in its Thailand IPO in May 2021. The lock-up on its two...
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A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
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Mission Impossible 2021: Rescuing the Thai Airline Industry
Bangkok Airways might be the only survivor amongst the 4 listed carriers. Short term, Thai aviation relies on domestic tourist, but long term,...
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The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
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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BTS and Bangkok Airways, UTaPao Brother-In-Arms
We met up with two major companies recently, namely skytrain operator BTS and airline Bangkok Airways. The two firms as well as STEC are currently...
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