The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
300 Views
BTS and Bangkok Airways, UTaPao Brother-In-Arms
We met up with two major companies recently, namely skytrain operator BTS and airline Bangkok Airways. The two firms as well as STEC are currently...
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The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
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