Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan
In this review, we highlight 5 recent trends/news flow that may impact Thai equities: BTS shifts into hyperactivity buying 7% of RS (cosmetics,...
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Snippets #25: Ride Hailing Wars, Jasmine on The Block?
Five interesting news flow/trend developments in corporate Thailand recently. Here goes: SCB-GoJek alliance. Hot on the heels of KBANK's...
364 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
356 Views
BTS Group Warrants - The Less the Merrier
At the end of June, the BTS Group Holdings (BTS TB) BTS-W4 warrants saw an exercise period come and go and with that event, some 655.4mm warrants...
572 Views
Snippets #24: Kerry's Thai IPO, SCB Re-Arranges Its Portfolio
In this month, we identified five interesting news flows/developments in Thailand: Kerry's IPO plans. The package delivery giant based in HK may...
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