The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
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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RS: Multi-Platform Commerce at Its Finest
We initiate coverage of RS with a BUY rating and a 2020E target price of Bt19.00, derived from 30.0x PE’20E, which is +1 SD of its two-year forward...
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Battle of the Beauties: The Emerging Cosmetics Industry in Thailand
Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the...
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Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
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Snippets #13: Dude, Where's My Inventory?
The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported...
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