Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?
While news flow has been limited in Thailand recently, a lot has been going on around the world. In this review, we identify five big developments...
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The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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M: Big-Three Chain Restaurant Giant Ramps up Brands and Networks
We initiate coverage on M with a BUY rating, based on a target price of Bt96 and derived from 31xPE’18E, which is the +2SD of three-year average...
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