Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
ARROW: Revenue to Flow Down the Pipe Amid Product Expansion
We initiate coverage on ARROW with a BUY rating, based on a target price of Bt17 derived from 17xPE’18E, which represents its three-year average...
The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
Reality Check VIII: Is ZIGA Still Worth a Bet?
Good investment or pipe dream? We looked at ZIGA, a pipe company that was just listed in August, after some of our friends missed the IPO and was...
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