The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
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Surya Citra Media: Valuation Getting Ahead of Fundamentals Despite Rosier Outlook
Surya Citra Media Pt Tbk (SCMA IJ) guides for strong 2017 (10% growth at top line, 20-25% at EBITDA). Digital TV migration is a longer term risk...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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