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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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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Thai Media Spotlight: Back to the Living Room
There are a few things that have made us more optimistic about the media sector, particularly on the TV side, recently, namely: Thai TV's win over...
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