Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
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My Top Picks for the 2018 Thailand Focus Conference
The Stock Exchange of Thailand is hosting the Thailand Focus 2018 in Bangkok on August 29-31, 2018. This will be a great opportunity to meet some...
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Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
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IPO Radar: Osothspa, The Thai Energy Giant Behind M-100/M-150
2018's rare big IPO. 2018 is not a great year for Thai IPOs, so Osothspa, a company that is older than a century and boasts control over Thailand's...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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