PLANB: Plan A Is Continued Media Expansion
Solid long-term sales growth and relatively strong analyst recommendation relative to its sector Additional media space through 200 new buses, 100...
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Italian-Thai's Black Leopard Trap
Last week, Premchai Karnasutra, the tycoon who controls Thailand's largest contractor by backlog, was caught by rangers in a forest. While...
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CK (CK TB): Thai Contractor Gains from Mass Transit and Utilities
Solid and strong long-term earnings growth and high level of cash sales relative to its sector Future growth secured by CK’s 28 ongoing projects...
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Thai Strategy 2018 (Part III): Sector Outlook & Highlights
In the final part of our 2018 strategy series, we drill down the Thai market by the sector rather than broad macro themes discussed in the first...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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