Reality Check XV: How Might a GPSC-Glow Deal Look Like?
Titan Genesis. Though initially skeptical about the potential acquisition of Glow by GPSC repeatedly discussed in the media ( Snippets #11: DTAC...
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TOP (TOP TB): Solid Profitability and Dividend Yield at This Refiner
Low core profit valuation, strong cash levels, and low price-to-sales relative to its sector New project is expected to be completed in 2022 to...
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PTTEP (PTTEP TB): Good Proxy to Rising Crude Oil Price
Strong stock price momentum, low core profit valuation, and strong cash levels relative to its sector Oil price should remain strong due to OPEC’s...
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The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?
While news flow has been limited in Thailand recently, a lot has been going on around the world. In this review, we identify five big developments...
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