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
124 Views
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...
504 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...
228 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...
253 Views
Thailand, Philippines and Indonesia: Not Compelling but Relatively Low Beta in 2017 (Part 7 of 7)
Of the three, Indonesia is by far the most impacted by the rising dollar and renewed concern about the Chinese economy and financial markets. The...
177 Views