Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
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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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The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
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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Political Pit Stop (October): Instability Returns
In this post-election review, we look at four recent political events and assess their potential to de-stabilise the economy, if at all: The...
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StubWorld: Ch Karnchang Tanks On Backlogs And An Eight-Minute Ruling
This week in StubWorld ... An all-time low implied stub corresponds with Ch. Karnchang Public (CK TB)'s record low order book. Preceding my...
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