Reality Check XIV: What's a Ballpark Number for the Intuch Spinoff?
Thailand is not Silicon Valley, and there are very few Internet startups going IPO. One of the first of these may be plans by Intuch to spinoff...
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The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Keeping Intouch
Intouch Holdings Pcl (INTUCH TB)'s discount to NAV is at a 12-month low while the Intouch/ Advanced Info Service Pcl (ADVANC TB) ratio is nudging...
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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
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