Consumption Diary: What in the EV World Is Driving NIO? Plus @Smartkarma - Vitamins, Retail & More
Highlights of this week's Consumption Diary: EV Industry was in limelight with NIO Inc (NIO US) staging a racy post-IPO performance shaking off...
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MEGA: Supplement Maker Spreads Healthy Message in Booming Region
We initiate coverage on MEGA with a BUY rating and based on a target price of Bt43, which is derived from the DCF methodology (WACC 12.5% and...
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Little Thai-Coons of 2018 (Part 2): The New Industrialists
The other four new tycoons on Forbes are more difficult to group, because they come from such diverse set of industries. I guess we could pretty...
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Silver Lining in the Trade War Playbook
Shortly after China retaliated with US$50bn tariffs on over 100 different items, Trump anted the game by getting the American government to...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
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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