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Jaymart PCL (JMART TB)
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46
Analysis
Information Technology
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Thailand
Jaymart PCL distributes mobile phones and accessories. The Company, through its subsidiaries, provide retail management and debt collection services.
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bullish
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Thematic (Sector/Industry)
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10 Feb 2019 08:22
Sathorn Series N: Thai Cryptocurrency Regulations Update
The cryptocurrency regulatory framework in Thailand is still less than a year old, but after going through the details, we find...
Athaporn Arayasantiparb, CFA
357 Views
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bullish
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Cross Asset Strategy
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17 Dec 2018 16:37
The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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443 Views
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bearish
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Thematic (Sector/Industry)
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14 Dec 2018 06:32
How the Mighty Fall...Or Should That Be A "Who Will"?
Jim Collins' book 'How the Mighty Fall' highlights some interesting pitfalls that great companies decline or even collapse and follows them in...
Athaporn Arayasantiparb, CFA
540 Views
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bullish
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Thematic (Sector/Industry)
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03 Aug 2018 08:20
Sathorn Series J: Non-Bank Financiers and Their Close Kin
In the world of credit, the Banks have always been the whales, and the non-bank financiers are like guppies. The bankers never saw them as serious...
Athaporn Arayasantiparb, CFA
437 Views
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bearish
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Thematic (Sector/Industry)
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09 Jul 2018 08:22
The Seven Masters of Thai Consumer Electronics
In previous reviews, we discussed many big box retailers, but here we drill down to the guys who run shops that sell consumer electronics to the...
Athaporn Arayasantiparb, CFA
367 Views
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