The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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A Second Look at the Thai Airlines Industry
In this two part series, we apply some of the thoughts of UK-based industry expert Morrel to the Thai airlines industry and try to figure if even...
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Snippets #21: Bremain, TMB Rights Issue
These are the five developments/news flows/trends and their potential impact on Thai equities you should be aware of in recent weeks: Reversing...
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