Thai Macro Watch: Osaka, Trump, & Automation
Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become...
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The Week that Was in ASEAN@Smartkarma - Trade Wars, Unicorns, and Heavy Equipment
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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SAT: Increased Automation to Expand Margin
Low core profit valuation, good growth in core profit, and low volatility in earnings relative to its sector SAT’s sales should grow in 2018...
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The Autobot Update (March): Riding on the Big Boy's Coattails
In addition to crunching the industry numbers provided to us by Toyota, we also visited Thai Rung. Thai Rung is one of the smallest and least...
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SAT (SAT TB): Thai Auto Recovery and New JV Should Drive Growth
Low core profit valuation and share price is less volatile relative to its sector Recovering automotive sector in Thailand, with new models...
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