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...
290 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...
320 Views
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...
324 Views
BTS: Solid Core Operation with Huge Potential Upside
We expect BTS’s FY2021 core profit to soften from the previous year pressured by falling revenue from media business under VGI PCL (BUY TP: Bt8.70)...
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