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 Week that Was in ASEAN@Smartkarma - Ramayana, Plantations, and Thai Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
RATCH: Entrenched Leader in Thai Utilities Sector with Attractive Valuation
We initiate coverage of RATCH with a BUY rating, based on a target price of Bt81.5, derived from a sum-of-the-parts (SOTP) methodology. Our...
447 Views
Anti-Trust Should Be A Non-Issue In The GPSC/Glow Deal
A decision by the Energy Regulatory Commission (ERC) on the acquisition of a 69.11% stake in Glow Energy Pcl (GLOW TB) by Global Power Synergy...
574 Views
World Cup 2018: True 1, AIS 0
True Corp is one of the clearest winners in this World Cup season. Apart from TNN24 being one of the official channels for broadcasting World Cups...
451 Views