Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
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RATCH: Electricity Generator Continues to Expand
Good growth in core profit, good price momentum, and moreattractive to analysts relative to its sector Four new projects to increase RATCH’s...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Week that Was in ASEAN@Smartkarma - Railways, Scandals and Dog Fights
This week's offering in ASEAN includes a plethora of company visits and on the ground commentary from our Insight Providers in South East Asia.TOP...
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The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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