Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
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Three of a Kind: The Glass Is Greener on the Other Kiosk
We recently followed up with three companies we met in the past, and that's what this cryptic title means. Glass = TOG (Thai Optical Glass), Green...
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The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
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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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Political Update: France, Member Fees, Submarines
Thailand has generally been sideways down on weak bank results and higher NPLs, ignoring the positive vibes on Macron's first round win. Not much...
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