The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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Thai Media Spotlight: Fewer But Major Hits in Q4'17
Quality vs Quantity. The actual number of blockbusters in Q4'17 this year may not be so large, but we are expecting them to have quite an impact to...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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Thai Media Spotlight: A Softer Q3'17
Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that...
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Stocks and Things to Watch Out For During the Rainy Season
Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a...
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