Snippets #33: Symptoms of Downturn, Bangkok Bank Goes Indonesia
Five interesting new trends or developments during this period includes: Signs of economic slowdown appear to be everywhere as the Thai economy...
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StubWorld: Intouch's Discount Back Down To Temasek Sell-Off Levels
A double-dose of Stubworld this week ... Intouch Holdings (INTUCH TB)'s discount to NAV sharply declined in mid-August after Temasek's latest...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Political Pit Stop (October): Instability Returns
In this post-election review, we look at four recent political events and assess their potential to de-stabilise the economy, if at all: The...
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