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Bangkok Expressway and Metro (BEM TB)
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79
Analysis
Industrials
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Thailand
Bangkok Expressway and Metro PCL is a transportation company. The Company combines toll and metro line networks. Bangkok Expressway and Metro is based in Thailand.
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bearish
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Thematic (Sector/Industry)
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05 Dec 2017 10:25
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...
Athaporn Arayasantiparb, CFA
203 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 22:08
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...
Angus Mackintosh
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693 Views
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bullish
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Thematic (Sector/Industry)
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24 Feb 2017 23:14
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
Angus Mackintosh
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255 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 23:23
The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
Angus Mackintosh
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366 Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2017 18:52
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
Angus Mackintosh
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268 Views
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