South Series (Part 4): Kra Canal, A Chinese Suez Smacked Two Days North of Singapore?!
This is something of a collaborative piece between MCorp Review and Victor Wai, CFA, a Drewry ports specialist who flew into Bangkok to discuss...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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IPO Stalker: PORT, The Merchant of Venice (Of the East)
To be fair, this may not be proper stalking, because we never really looked at PORT (Saha Thai Terminal) prior to their IPO, but we learnt that...
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