Smartkarma Originals
Thailand: A Two-Player Retail Market? - CPALL and Berli Jucker
In this next part of a Smartkarma Originals Series on ASEAN Retail, we look at Thailand and specifically two companies including CP All PCL (CPALL...
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Snippets #31: PTTOR Intro, LTF Replacement
Five interesting trends/development that may involve Thai equities include: Thai household debts now highest in the ASEAN region and second only...
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Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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Silicon Stories L: BitKub Capital on Fintech
The founder of BitKub Capital, a largest Thai crypto-currency exchnage, highlighted some very interesting views on how the Thai fintech landscape...
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South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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