Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
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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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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Telecom Review (Sept'18): Regulatory Wranglings
In the most recent quarter (Q3'18), Thailand has undergone quite a few regulatory drama involving private operators, arbitrators, and regulators...
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Thai Telecoms: Spectrum Prices Have Peaked
Thai spectrum prices are among the highest in the world, courtesy of a 2015 auction that drove prices up. However, the recently concluded spectrum...
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