The Thai Corona Crisis: Impact and Response
The number of coronavirus (or COVID-19) infections seems to have stabilized somewhat in Thailand, but the impact on the economy is severe, as the...
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The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
325 Views
Major Cineplex: Resilient Quarter, Q4 Overhang Gone
In my last insight Major Cineplex: Core FCF Yield of 8.5%, Deleveraging and Dividend Payout Increase on the Cards? , I had highlighted how Major...
450 Views
Thai Media Spotlight: An Early Quarter of Blockbusters
In this review, we highlight four interesting trends/developments in the Thai media sector: Twilight and capitulation. Incumbent broadcasters are...
311 Views
Catalyst Calendar for Thai Equities 2020
The first gift banks and credit card companies give you in Thailand is usually a calendar, and it's a good choice since we all need to prepare for...
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