Thai Equities: Five Things That Changes in 2020
In Thai Strategy 2020 (Part 1): Key Themes , we explained our increasingly bullish stance on Thai equities. In this review, we focus on just five...
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The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
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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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 #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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Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade
In this review, we discuss Apple's most important product and service launch (and plans) in Thailand for the year 2019. Hampered by device...
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