The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
395 Views
BEM: Leading Mass Transit Operator Is About to Get Huge
We initiate coverage of BEM with a HOLD rating, based on a target price of Bt11.70 derived from a sum-of-the-parts methodology, which implies...
379 Views
Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
515 Views
The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
493 Views
Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
537 Views