Bangkok Air: More Turbulence Ahead
Today, we met two very different companies, namely Bangkok Air, a boutique carrier owned by healthcare tycoon Dr. Prasert, and Cho Thavee Dollasien...
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Two Sides of the Same Coin: Energy Vs Airlines
Airlines and energy companies seldom do well at the same time. Airlines consume a lot of a fuel, so when fuel prices, usually highly correlated...
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The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
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Investing for Halloween and Loy Kratong
In 2017, Halloween falls on October 31, and Loy Krathong falls on November 4. We will be ignoring Thanksgiving, since it has no impact on Thailand....
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Sector Capsule: Airlines in Thailand
Airlines record 10% growth in the number of passengers, while retail value sales increase by only 4% in 2017 Low cost carriers drive growth in...
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