The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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CPN: Central Group's Flagship Property Arm
Central Group's Chairman has been talking up a 12% revenue growth this year for the overall Group, citing biggest growth engines via CPN and also...
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Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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