Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
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Monthly Chinese Tourism Tracker | Outbound: Mixed Signals | Domestic: Steady | (July 2023)
We see mixed signals in June outbound travel activity, and the recovery in domestic activity continued at its modest pace. For value investors,...
395 Views
The 2023 Box Office Looks Promising
Expect another year of recovery. The cinema industry has been suffering from COVID-19 restrictions, in particular social distancing measures that...
320 Views
Minor International (MINT): The Best Stock for Thai Tourism Recovery?
Minor is wrongly dubbed as the best stock for Thai tourism recovery and there are others with higher exposure to tourism in Thailand. Minor has...
534 Views
The Week That Was in ASEAN@Smartkarma - Minor Is Major, Krung Thai Card's Creep, and Halcyon Agri
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
368 Views