Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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The Week that Was in ASEAN@Smartkarma - Ramayana, Plantations, and Thai Media
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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Thai Media Spotlight: Christmas Movie Line-Up & Life After Digital TV License Returns
Like summer, Q4 tends to be a good time for most media companies. Hollywood releases more blockbusters for the holiday season, and consumers are...
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Thai Media Spotlight: Seven Channels Returned to NBTC
The situation in Thai media is slowly improving, though certainly not in every ares. Some highlights: Lower competition as broadcasters return 7...
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Thai Media Spotlight: An 'End Game' for the Industry
Five year into the industry liberalization, we are starting to see some negative side of the reforms. In this review, we make four points on...
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