Thai Media Spotlight: The Shift Back to the Big Screen
As October approaches, we sense that the mainstream TV broadcasters are really wasting an opportunity to cash in on the holiday shopping season and...
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MAJOR (MAJOR TB): Continued Expansion of Cinema Screens
Low price volatility vs. the market and low correlation with Western stock markets relative to its sector MAJOR plans to open 35 more cinema...
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The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
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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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Thai Media Spotlight: Signs of Weakness in Q3'18
Traditionally, Q3 is a seasonally weak quarter for the media sector. Though people stay home and watch more TV, business sentiment is weaker,...
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