The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
IKEA Wannabes: A Quick Look at the Thai Furniture Industry Players
According to Forbes, the privately held IKEA has made the late Ingvar Kamprad one of the richest men in the world. The book The IKEA Edge written...
412 Views
IPO Radar: DoHome, House Brand Furniture Advocate
We came across DoHome, a sizable furniture retailer with 9 outlets and plans to expand to 13 within four years, and their investment story seem far...
517 Views
QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
558 Views
Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
146 Views