Thai Macro Watch (September): Hurricanes, the Great Escape, and End of Mourning
New milestones. In this month, the Thai market not only broke through the key resistance level of 1,600 but almost seems to be heading to the next...
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The Next Victim of the KFC Deal Could Be...Pepsi!
Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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KFC Thailand: Thai Bev Puts CENTEL Down for the Count
Yesterday, Yum! Brands announced that it would sell the 240 KFC stores it currently runs to Thai Beverage, the liquor conglomerate owned by...
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Buddha Vs Booze: Religious Road Bump for Thai Drinkers Yo
Every year, on Buddhist Lent (which fell on July 9 this year), things get a little tougher for alcohol companies like Thai Beverage Pcl (THBEV SP)...
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