The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
239 Views
Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?
In this review, we look at two recent positive catalysts (TKS' linerless label technology and B Grimm's Bt5.6/kWh adder) and CENTEL's...
298 Views
Investing for Halloween and Loy Kratong
In 2017, Halloween falls on October 31, and Loy Krathong falls on November 4. We will be ignoring Thanksgiving, since it has no impact on Thailand....
147 Views
The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
359 Views
Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
219 Views