The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
237 Views
US Government Shutdown a Short Term Catalyst for Thai Equities
An Element of Surprise. Many years ago, President Obama and Speaker Boehner faced each other off in a similar standoff over the budget, but finally...
122 Views
Champions of 2017: Stocks With Eye-Popping Returns!
The first thing that struck us at MCorp Review is how some of these stocks are really expensive by the conventional sense, but they still did...
259 Views
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
188 Views
AOT (AOT TB): Preparing for New Heights
Strong cash levels, good price momentum, and strong long-term earnings growth relative to its sector Growing foreign tourist arrivals to Thailand,...
175 Views