JKN: Prime Content Distributor Eyes Big Opportunities in ASEAN Market
We initiate coverage of JKN with a BUY rating, based on a target price of Bt8.80, pegged to the the 14.8xPE’19E mean of the Asia ex-Japan Consumer...
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The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Thai Media Spotlight: A Riskier(...or Bolder) Strategy
Turning Point. As we move beyond June, there are some curious developments we are now seeing for the remainder of the year. It is not clear if it...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Company Visits: The Best of March 2018
First off, we have to admit that the companies (over 30 of them) we visited this quarter were far more interesting than the previous quarter.Note...
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