ASEAN Builder's Scoop (30Mar22) - CLI/YLLG/GUOL Min Impact from SH Lockdown
Grade-A CBD rents highest QoQ growth in 1Q22; NWR launching 2 projects worth ~THB1.9bn; Thai targets 16m foreign arrivals in 2022
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The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Quickie Visit to DEMCO
There's a lot going on in the renewable power space. Most notably, EA has been making the headlines on almost a daily basis with talks about the...
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IPO Stalker: PORT, The Merchant of Venice (Of the East)
To be fair, this may not be proper stalking, because we never really looked at PORT (Saha Thai Terminal) prior to their IPO, but we learnt that...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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