SET50 Rebalance Preview: Early Bird Special
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
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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Banpu & Erawan: Tough Quarter for Mitr Phol Group
The Mitr Phol Group is Thailand's biggest sugar tycoon and 25th richest family according to Forbes. Today, we met two of their most prominent...
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Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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