Thai Media Spotlight: Fewer But Major Hits in Q4'17
Quality vs Quantity. The actual number of blockbusters in Q4'17 this year may not be so large, but we are expecting them to have quite an impact to...
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Somchai's Acquittal, a New Twist in Thai Politics
The Gripe. In general, we consider the Army dudes to be allies of the yellow shirt faction of both stripes: The Democrats who fight in Parliament...
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IPO Radar: A New Asian Series TV Content Provider Emerges
JKN (Jakrapong Networks) will probably IPO sometime this year. While there is limited info at this stage, we did a couple of back-of-the-envelope...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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Thai Media Spotlight: A Softer Q3'17
Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that...
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