The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
789 Views
Small Cap Diary: MEGA, Eastwater
Small caps have an easier time scaling up in good times, but can get hit much harder by liquidity in the bear markets. Anyway, it's still good to...
630 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
399 Views
MEGA: 3Q18 Result Is Slightly Below Our Expectation
MEGA reported 3Q18 net profit of Bt255m (+4%YoY, -12%QoQ). 9M18 result accounts for 63% of our full year forecast and is slightly below our...
388 Views
SUTHA: Growing Quick Lime Via Acquisitions & Expansion
We first heard about this for the first time when the same tycoon (Nishita Shah Federbush) who controls Mega Lifesciences (MEGA TB), a top five...
370 Views