Airport of Thailand (AoT): Travel Bubble, MoF, and Certify Hub
The President of the Association of Thai Travel Agents (ATTA), mentioned that the current limit of people allowed in the country is not enough to...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
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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Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
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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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IPO Radar: Thai Union Feedmill, TU's Upstream IPO Yo!
We already own Thai Union, so it's not much of a stretch to look at their upstream IPO of TFM (Thai Union Feedmill), which makes shrimp and fish...
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