Industry Update - Energy (Power): January 15, 2025
The electricity tariff adjustment plan under “Thaksin's administration” targeting Bt3.7/unit aims to cut “fat” to enhance competitiveness and...
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Energy (Power) - November 12, 2024
ERC opening public hearings on electricity rates for January-April 2025 period, with scenarios 1-3 ranging from Bt4.18 to 5.49/unit
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
545 Views
The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
254 Views
Thai Power: A Primer on Regulations, Returns, & Tariffs
Recently, there has been renewed interest in Thai power on the back of multiple IPOs, most recently B Grimm. There will be numerous valuations and...
300 Views