Barito Pacific (BRPT IJ) - Into the Limelight
Barito Pacific (BRPT IJ) transformed itself from a plywood company to Indonesia's largest petrochemical company with the acquisition of a 48%...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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SCC : Still Under the Shadow of Petrochemical Down-Cycle
SCC 3Q19 net profit of Bt6.2bn (-35% YoY, -12% QoQ). Excluding extraordinary losses of Bt1.7bn, recurring profit was Bt7.9bn (-24% YoY, -13%...
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