The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
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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Snippets #35: KBANK's Burmese Toehold, Tim Hortons Comes to Thailand
Five interesting news/developments we recently spotted that could influence Thai equities include: KBANK announces plans to acquire a 35% stake in...
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Reality Check XXIII: How Does the New GPS Measures Benefit Telcos?
The government has recently proposed that all cars in Thailand install GPS (global positioning systems) instruments. In this review, we highlight...
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Snippets #30: Singha Buys Santa Fe, DTAC's Downgrade
Five recent news/development that showed up on our radar screen this month: Singha Group agrees to buy 90% of Santa Fe, one of Thailand's top...
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Snippets #29: Nomura Considers De-Listing, Return of Chinese Tourists
Five recent developments / news flows that came on our radar screen recently: Capital Nomura considers de-listing. CNS, one of Thailand's oldest...
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