Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
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BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
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The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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MACO (MACO TB): It’s Not All About Online Ads Nowadays
Good growth in core profit, good price momentum, and low volatility in earnings relative to its sector The company has about 35% of all outdoor...
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Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
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