The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
143 Views
Bumrungrad Hospital Pub Co (BH TB) - Shedding BDMS in a Side Issue to Recovery
Bumrungrad Hospital (BH TB) remains one of the best quality hospital companies in Thailand and the most geared into any recovery in international...
242 Views
Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
248 Views
Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maanged
295 Views