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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Hungry Go Where? Jumbo Group Looks Tasty at 15.2x FY19 Ex-Cash and Best-In-Class ROIC
During the Christmas holidays, overseas friends and relatives visited Singapore and asked me to book a dinner for all at Jumbo Seafood. Of all the...
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The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
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The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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